Our client is a leading global private bank for HNW and UHNW families. They are hiring a 12 month FTC Private Banking Assistant. Key responsibilities include; support private bankers with a broad range of client focused operational tasks including account openings, daily account monitoring and order inputs, act as one of the client’s primary contact points, help to resolve client queries, file/record all client documentation, monitor risk dashboards/MI, resolve alerts before deadlines and produce presentation material for client review meetings and pitches.
The successful candidate will be immediately available and a team player with experience of working closely with a private banker/relationship manager and interacting directly with HNW clients. They will be highly organised with the ability to prioritise and multi-task, possess excellent communication skills, the ability to build relationships with internal stakeholders, good knowledge of investment products and asset classes and a good understanding of private banking administrative processes and FCA compliance/regulatory requirements. The IAD level 4 is preferred.