At a Glance
- Tasks: Support high-net-worth clients with complex credit and mortgage lending.
- Company: Prestigious private bank in London offering hybrid working.
- Benefits: Up to £65,000 salary plus excellent bonuses and benefits.
- Other info: Opportunity for career growth and mentorship in a fast-paced environment.
- Why this job: Join a dynamic team and make a real impact in private banking.
- Qualifications: Must have private banking experience and strong credit knowledge.
The predicted salary is between 65000 - 65000 £ per year.
Up to £65,000 plus excellent bonus and benefits. Hybrid working available.
A prestigious private bank is seeking an experienced, credit-savvy professional to join their London team in a Senior Assistant Relationship Manager capacity. This role is designed for a high-performer ready to take a lead support role for a high-net-worth (HNW) book with a specific focus on complex credit structures and mortgage lending. You will act as the primary technical and relationship anchor for a Client Relationship Officer, managing a sophisticated pipeline of UK and International clients within a dynamic, fast-paced environment. Candidates MUST have Private Banking experience and strong credit and lending experience.
Key Responsibilities of the Private Banking Assistant include:- Advanced Credit & Mortgage Facilitation: Take the lead on the end-to-end administration of residential real estate lending. This includes coordinating mortgage applications, liaising with credit risk teams, and ensuring all lending documentation is meticulously executed.
- Complex Onboarding & Enhanced Due Diligence: Own the full KYC/AML lifecycle for high-complexity clients. You will perform deep-dive analysis on Source of Wealth (SoW) and Source of Funds (SoF), ensuring seamless submission and approval for high-value prospects.
- Senior Investment Support: Manage the production of mandatory suitability reports and investor profile reviews. You will ensure all files remain compliant with MiFID II and internal standards, specifically regarding discretionary and non-discretionary portfolios.
- Strategic Client Engagement: Act as a senior point of contact for clients, resolving complex inquiries regarding FX trading, credit facilities, and payments independently before escalation.
- Stakeholder Leadership: Navigate internal relationships across Operations, Credit Risk, and Compliance to streamline the onboarding of debt-heavy structures and offshore entities.
- Regulatory Stewardship: Maintain absolute adherence to the Code of Conduct, AML protocols, and Cross-Border regulations, acting as a mentor to more junior team members on compliance best practices.
- Candidates must have experience in a private banking client service or assistant RM role.
- Technical Expertise: Proven experience in credit and lending processes (specifically mortgages) is essential for this senior-level position.
- Qualifications: Candidates should ideally be CeMAP qualified (essential for mortgage focus) and IAD (Investment Advice Diploma) qualified.
- Regulatory Knowledge: Expert-level understanding of KYC, AML, FATCA, and CRS, with a track record of handling complex UK and international client structures.
- Product Knowledge: Robust experience with residential real estate, discretionary investments, and standard banking services (FX, payments, e-banking).
Client Relationship Support (Private Banking) in Slough employer: Montpellier Resourcing
Join a prestigious private bank in London that values excellence and innovation, offering a competitive salary of up to £65,000 along with an excellent bonus and benefits package. With a hybrid working model, a dynamic work culture, and ample opportunities for professional growth, this role is perfect for high-performers looking to make a significant impact in the private banking sector while supporting high-net-worth clients with complex credit needs.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Support (Private Banking) in Slough
✨Tip Number 1
Network like a pro! Reach out to your connections in the private banking sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss complex credit structures and mortgage lending, as these are key areas for the role. We want you to shine!
✨Tip Number 3
Showcase your problem-solving skills during interviews. Be ready to share examples of how you've navigated complex client inquiries or streamlined processes in previous roles. This will demonstrate your value to potential employers.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Client Relationship Support (Private Banking) in Slough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your private banking experience and credit expertise. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Relationship Support role. Share specific examples of your experience with complex credit structures and client engagement.
Showcase Your Technical Skills:Since this role requires strong technical knowledge, make sure to emphasise your qualifications like CeMAP and IAD. We love seeing candidates who are not only experienced but also committed to their professional development!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Stuff
Make sure you brush up on your knowledge of credit and mortgage processes. Be ready to discuss specific cases where you've successfully managed complex lending situations, as this will show your expertise in the field.
✨Showcase Your Relationship Skills
Prepare examples that highlight your ability to build and maintain strong client relationships. Think about times when you resolved complex inquiries or navigated internal relationships effectively, as these are key in a Client Relationship Support role.
✨Understand Regulatory Requirements
Familiarise yourself with KYC, AML, and other regulatory frameworks relevant to private banking. Be prepared to discuss how you've ensured compliance in past roles, as this will demonstrate your commitment to regulatory stewardship.
✨Ask Insightful Questions
Prepare thoughtful questions about the bank's approach to client engagement and credit facilitation. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals.
