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- Tasks: Lead credit and mortgage facilitation for high-net-worth clients in a dynamic environment.
- Company: Prestigious private bank with a focus on client relationships and compliance.
- Benefits: Up to £65,000 salary, excellent bonuses, hybrid working, and professional development.
- Other info: Opportunity for career growth and mentorship in a fast-paced setting.
- Why this job: Join a high-performing team and make a real impact in private banking.
- Qualifications: Experience in private banking and strong credit/lending knowledge required.
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.
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. 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. 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.
Requirements for the successful Private Banking Assistant include:
- 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).
Private Banking Assistant (Credit and Lending) in West End employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Assistant (Credit and Lending) in West End
✨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 interviews by brushing up on your credit and lending knowledge. Be ready to discuss complex mortgage structures and KYC processes, as these are key in this field. Show them you’re not just a candidate, but the right candidate!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it makes tracking your application easier for us!
We think you need these skills to ace Private Banking Assistant (Credit and Lending) in West End
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 Private Banking Assistant 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’re considered for this exciting opportunity in our London team!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Credit and Lending Inside Out
Make sure you brush up on your credit and lending knowledge, especially regarding mortgages. Be prepared to discuss complex credit structures and demonstrate your understanding of the end-to-end administration process.
✨Showcase Your Private Banking Experience
Highlight your previous roles in private banking, focusing on client service and relationship management. Use specific examples to illustrate how you've successfully managed high-net-worth clients and navigated complex inquiries.
✨Demonstrate Regulatory Knowledge
Familiarise yourself with KYC, AML, FATCA, and CRS regulations. Be ready to discuss how you've applied this knowledge in past roles, particularly in relation to compliance and due diligence for high-complexity clients.
✨Engage Strategically with Stakeholders
Prepare to talk about your experience in managing internal relationships across various teams. Think of examples where you've streamlined processes or resolved issues, showcasing your ability to act as a liaison between departments.