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For Companies At a Glance
- Tasks: Become a trusted contact for diverse clients and support tailored banking solutions.
- Company: Join a leading private banking team in the heart of London.
- Benefits: Gain daily exposure to experienced bankers and a pathway for career growth.
- Why this job: Build meaningful relationships while learning in a collaborative, professional environment.
- Qualifications: Some experience in banking is required; strong communication and service skills are essential.
- Other info: This role offers insight into various sectors and client needs.
The predicted salary is between 28800 - 48000 £ per year.
This position offers far more than operational support. It’s an opportunity to become a trusted point of contact for a fascinating and diverse client base, to build meaningful interpersonal and professional skills, and to learn how trusted relationships are formed and sustained at the highest level of private banking.
Working 1:1 with a highly experienced Private Banking Director, the successful candidate will be immersed in a varied portfolio that includes commercial clients, entrepreneurs, and high-net-worth individuals. The role is designed for someone who thrives on human connection, takes pride in service, and is keen to grow within a collaborative team of exceptional Private Bankers.
What You’ll Be Doing
This is a relationship-focused role that places you at the heart of the client experience. You’ll play a vital part in ensuring clients feel valued, understood, and supported—building confidence and insight as you go.
- Acting as a primary point of contact for clients, handling requests with precision, care, and professionalism
- Supporting the delivery of tailored banking solutions, including payment execution, onboarding new clients, foreign exchange transactions, and deposit placements
- Assisting with credit-related tasks, such as preparing lending proposals and monitoring facilities
- Building familiarity with client needs and maintaining consistent, thoughtful engagement—both virtually and in person
- Collaborating closely with internal teams across Credit Risk, Client Operations, and Compliance to ensure a seamless and efficient service
- Contributing to projects, new initiatives, and process enhancements that improve the client journey
- Maintaining accurate records and meeting internal standards and compliance obligations
Who This Role Would Suit
- We will need some experience in private or commercial banking coupled with a desire to develop a long term career in this space.
- Naturally personable, curious, and motivated by building professional relationships
- Keen to develop communication, networking, and service skills in a real-world setting
- Comfortable working across multiple priorities and sensitive client matters with discretion and accuracy
- Confident using Microsoft Office and adaptable when learning new systems
- Eager to be part of a culture that values long-term thinking, client care, and continuous development
What Makes This Role Stand Out
- Daily exposure to experienced bankers and real client interactions
- Opportunity to work alongside and learn from a respected Private Banking Director
- A rich, varied client base offering insight into different sectors, personalities, and financial needs
- A strong pathway into long-term career development within private banking
- A collaborative, professional team culture that prioritises learning, trust, and growth
Please note that applications must evidence some banking experience to be considered.
Private Banking Assistant (London Area) employer: Oxley & Partners
Contact Detail:
Oxley & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Assistant (London Area)
✨Tip Number 1
Network with professionals in the private banking sector. Attend industry events or join relevant online forums to connect with current Private Banking Assistants or Directors. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Demonstrate your interpersonal skills during any informal conversations or networking opportunities. Practice active listening and show genuine interest in others' experiences in private banking, as this will highlight your suitability for a relationship-focused role.
✨Tip Number 3
Familiarise yourself with the latest trends and challenges in private banking. Being knowledgeable about current market conditions and client needs will help you engage in meaningful discussions and showcase your commitment to the field.
✨Tip Number 4
Consider seeking out mentorship from someone already working in private banking. They can provide valuable advice on how to navigate the application process and what skills to emphasise when you apply through our website.
We think you need these skills to ace Private Banking Assistant (London Area)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private or commercial banking. Emphasise any roles where you've built client relationships or provided exceptional service, as these are key aspects of the Private Banking Assistant role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for building professional relationships and your desire to grow within the private banking sector. Mention specific experiences that demonstrate your interpersonal skills and ability to handle sensitive client matters.
Showcase Relevant Skills: Highlight your proficiency in Microsoft Office and any other systems you are familiar with. Discuss your adaptability and eagerness to learn new tools, as this will show your readiness to thrive in a dynamic environment.
Demonstrate Your Understanding of Client Needs: In your application, provide examples of how you've previously engaged with clients to understand their needs. This could include instances where you tailored solutions or provided support, showcasing your relationship-focused approach.
How to prepare for a job interview at Oxley & Partners
✨Showcase Your Interpersonal Skills
Since this role is all about building relationships, be prepared to demonstrate your interpersonal skills. Share examples from your past experiences where you successfully built rapport with clients or colleagues, highlighting your ability to connect on a personal level.
✨Understand the Client Base
Familiarise yourself with the types of clients you will be working with, such as high-net-worth individuals and entrepreneurs. Research their needs and expectations in private banking, and be ready to discuss how you can meet those needs effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle sensitive client matters. Prepare scenarios where you had to manage multiple priorities or resolve conflicts, showcasing your discretion and professionalism.
✨Demonstrate Your Commitment to Growth
Express your eagerness to learn and grow within the private banking sector. Discuss any relevant training or development you've pursued and how you plan to continue enhancing your skills in communication, networking, and client service.
