Private Banking Assistant — Client Services & Operations

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 Role

As 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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