An excellent opportunity has arisen for an organised, client-focused professional to join a leading international private banking environment on a 12-month fixed-term basis. This role is ideal for someone who enjoys building strong relationships, thrives in a fast-paced environment, and is committed to delivering high-quality client service.
About the RoleAs a Private Banking Assistant, you will provide day-to-day support to Private Bankers across a broad range of operational, administrative and client-facing activities. You’ll act as a key point of contact for clients, assist with account lifecycle processes, ensure compliance with regulatory requirements, and contribute to a smooth and efficient client experience.
Key Responsibilities
*Support Private Bankers with all client account administration from opening through to closure
*Process client instructions including payments, trades and corporate actions
*Monitor client accounts daily, including cash management, overdrafts, and open trades
*Maintain accurate client documentation and ensure timely resolution of any outstanding items
*Review risk dashboards and act on alerts ahead of deadlines
*Prepare pitches, presentations and fee simulations for client meetings
*Participate in remediation exercises, regulatory projects and process-improvement initiatives
*Provide support and cover for other team members during peak periods or absences
*Uphold conduct expectations and consistently act to deliver good customer outcomes

Experience Required
*RDR Level 4 (or willingness to achieve within six months)
*Previous experience in a private banking, wealth management or financial services environment
*Comfortable working in a multicultural, international setting
*Strong communication skills and confidence engaging directly with clients
*Highly organised, detail-oriented and able to prioritise competing demands
*Strong teamwork skills and the ability to build positive relationships across departments
*Proficient in Microsoft Office (Excel, Word, PowerPoint)
*Knowledge of private banking products and account types (corporate and personal)
*Good understanding of major asset classes (equities, bonds, alternatives)
*Familiarity with FCA compliance expectations and private banking operational processes
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