Private Banking Assistant – London
We are working with a globally respected wealth and asset management business known for delivering exceptional client service, innovation, and long-term investment expertise.
They are looking for a client-focused Private Banking Assistant to support a team of Private Bankers in London. This is a fast-paced role offering exposure to Ultra high-net-worth clients, international markets, and complex banking operations. The role is an initial 12 month FTC.
The Role
You’ll play a key role in the day-to-day management of client relationships and banking operations, including:
* Supporting Private Bankers with client administration from account opening through to ongoing maintenance
* Processing payments, trades, FX transactions, and corporate actions
* Monitoring accounts, cash positions, and operational risk alerts
* Preparing client meeting materials, presentations, and investment simulations
* Managing client documentation and ensuring regulatory compliance
* Acting as a key contact for clients and internal stakeholders
* Supporting business projects, remediation work, and process improvements
What We’re Looking For
* Experience within private banking, wealth management, or financial services
* Strong understanding of banking operations and investment products
* Excellent attention to detail and organisational skills
* Confident communicator with a professional client-focused approach
* Knowledge of FCA regulations and compliance requirements
* Strong Microsoft Office skills, particularly Excel and PowerPoint
* RDR Level 4 qualified (or willing to achieve within 6 months)
This is a great opportunity to join a established financial institution you will gain exposure to UHNW private banking clients and investment solutions within a collaborative, high-performing environment. Please get in touch with your CV to .