Job type
PermanentLocation
LondonWorking Pattern
Full-timeSpecialism
Private Banking And Wealth ManagementIndustry
Banking & Financial ServicesPay
12 month FTC
Private Banking Client Assistant
12‑Month Fixed‑Term Contract: Private Banking Assistant (London)
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 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
