Private Banking Assistant

💸Up to £50,000 plus excellent bonus and benefits

This role is mainly remote working

Candidates will ideally have c4+ years private banking experience with client-facing exposure to HNW individuals

Due to exciting business growth, a fantastic opportunity has arisen to join a prestigious private bank, renowned for delivering a highly personal, relationship-led service to high-net-worth individuals. As the business continues to grow, they are seeking a Private Banking Assistant to join an established team, supporting a team of 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. Please note, this is a busy role, so we are seeking experienced candidates, who are proactive and able to hit the ground running!

✅Key Responsibilities of the Private Banking Assistant to 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 Private Banking Assistant:

• 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.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.