Private Banking Assistant

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 docum...