At a Glance
- Tasks: Support Private Bankers in managing client portfolios and deliver exceptional service.
- Company: Prestigious private bank in Edinburgh, known for personal, relationship-led service.
- Benefits: Up to £45,000 salary, bonus opportunities, private medical cover, and flexible working.
- Other info: Collaborative culture with genuine opportunities for career growth.
- Why this job: Join a growing team and build strong relationships with high-net-worth clients.
- Qualifications: 2-3 years in private banking, strong relationship-building skills, and client-facing experience.
The predicted salary is between 45000 - 45000 £ per year.
Up to £45,000 plus excellent bonus and benefits. Hybrid working (3 days in the office, 2 days WFH).
Due to exciting business growth, a fantastic opportunity has arisen to join a prestigious private bank in the heart of London, renowned for delivering a highly personal, relationship‑led service to high‑net‑worth individuals. As the business continues to grow, they are seeking a Client Services Officer to join an established team, supporting one to two Private Bankers in the management of their client portfolios. This is a varied, client‑facing role at the very heart of the banking team. You will take ownership of the day‑to‑day running of client accounts, working hand‑in‑hand with the Private Bankers to deliver the seamless service their clients expect. With a high level of client contact by phone, email and in person, this is an ideal position for someone who thrives on building relationships and is keen to develop their career within private banking.
Key Responsibilities of the Client Services Officer include:
- Client Relationship Support: build and maintain strong relationships with clients through regular contact by phone, email and in person, delivering exceptional levels of service.
- Daily Account Management: manage daily excess, prepare and review reports, and oversee the day‑to‑day administration of client accounts.
- Payments & Transfers: process payments, transfers of funds and foreign exchange requirements accurately and within deadlines.
- Onboarding & Compliance: support the onboarding of new clients, completing KYC, CDD and AML checks across a variety of client types and maintaining accurate records in line with the bank’s procedures and data protection requirements.
- Lending Support: assist with the preparation of internal credit applications and the ongoing monitoring of existing borrowings in accordance with the bank’s credit policies and procedures.
- Cross‑Team Collaboration: work closely with the Private Bankers and colleagues across Credit Risk, Client Operations, Financial Crime and other departments to meet the bank’s objectives.
- Wider Contribution: support ad‑hoc business projects as required, including new product launches, and complete all mandatory training in a timely manner.
Requirements for the successful Client Services Officer:
- Candidates will ideally have private banking experience, with a track record of client‑facing work alongside high‑net‑worth individuals.
- Preferably educated to UK degree level or equivalent, with a desire to develop a career within a progressive private bank.
- Strong relationship‑building skills and a genuine commitment to excellent client service and teamwork.
- A sound understanding of how a bank operates and its commercial environment, including awareness of KYC, AML and the wider regulatory landscape.
- Excellent interpersonal and communication skills, both written and verbal, with effective questioning and listening skills.
- Qualifications such as CeMap advantageous (though not essential).
Rewards for you:
- A sophisticated, relationship‑led environment where expertise and exceptional client service are genuinely valued.
- Bonus: discretionary annual bonus opportunity.
- Benefits: competitive package including private medical cover and flexible working options.
- Culture: a collaborative, inclusive team dedicated to delivering a first‑class private banking experience.
- Development: genuine scope to learn, grow and progress your career within a respected private bank.
StudySmarter Expert Advice🤫
We think this is how you could land Private Banking Assistant (Edinburgh)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Montpellier Resourcing. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Banking Assistant (Edinburgh)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Montpellier Resourcing.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Montpellier Resourcing's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Montpellier Resourcing
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Montpellier Resourcing.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Montpellier Resourcing will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Montpellier Resourcing employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
