Private Banking Client Services

Private Banking Assistant (London)

An excellent opportunity has arisen for an organised, client‑focused professional to join a leading international private banking client. 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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