Our client is a prestigious UK Private Bank and is seeking a motivated and client-focused Private Banking Executive to support its Private Banking team in delivering an exceptional service to high-net-worth clients.
Key responsibilities:
- Supporting Private Bankers with day-to-day client relationship management.
- Managing client onboarding, account administration and documentation.
- Assisting with lending proposals, credit applications and annual reviews.
- Ensuring compliance with KYC, AML and regulatory requirements.
- Supporting business development and identifying opportunities to enhance client relationships.
- Coordinating client meetings and providing wider administrative support.
The ideal candidate will have:
- Experience in banking or financial services.
- Excellent communication and relationship management skills.
- Strong organisational skills and attention to detail.
- An understanding of lending, credit and compliance processes.
- A proactive, professional and client-focused approach.
Private Banking Assistant - Manchester employer: MW Recruitment Limited
MW Recruitment Limited offers a dynamic and supportive work environment for Senior Lending Documentation Specialists, where your expertise in credit documentation will be valued and nurtured. Located in the heart of London, the company promotes a culture of collaboration and professional growth, providing ample opportunities for career advancement and skill development within an established international bank. Enjoy competitive benefits and the chance to work alongside industry leaders in a vibrant city known for its financial prowess.
