Private Banking Assistant

IPOE Consulting; Greater London; On-site; GBP 30,000 - 40,000; Full time

Job summary

IPOE Consulting is seeking a Private Banking Assistant based in London. The successful candidate will support the Head of Private Banking and Relationship Managers in various tasks, ensuring smooth account management and customer service.

Ideal applicants should have at least 2 years of banking experience, be proficient in Microsoft Office, and possess strong organisational skills. The role requires attention to detail and the ability to thrive in a fast-paced environment.

Qualifications

• Minimum 2 years of banking experience required.
• Proficient in Microsoft Office including Word, Excel, and PowerPoint.
• Demonstrated accuracy, organisation, and detail orientation.

Responsibilities

• Assist Head of Private Banking with account management.
• Attend to client communications promptly.
• Review customer files for due diligence.

Skills

Banking experience

Microsoft Office proficiency

Time management skills

Organisation and attention to detail

Ability to work under pressure

Job description

International Bank based in London, are looking to recruit a Private Banking Assistant.

Main responsibilities will include;

• Provide general assistance to Head of Private Banking and Relationship Managers on all aspects of account management. This will include meeting and assisting clients on the bank premises.
• Attend to client’s phone calls, email or letter request and to ensure that they are answered and dealt with promptly
• Support Head of Private Banking and Relationship Managers by responding to queries from AML/Compliance Department
• Review customer files periodically to ensure account due diligence is complete and up to date
• Assist with account opening, including preparing new account opening packs
• Liaise with Head Office to obtain KYC/Due diligence and; obtain/chase bank references
• Undertake payment validation process (checking signature, balances, and completing call back to client)
• Co-ordinate with Customer Services, Head Office, Private Banking teams and clients concerning credit cards settlement
• Assist clients where required with any credit/debit card enquiries or requests

To be considered for this position, ideal candidates must have the following experience and skills;

• At least 2 years Banking experience
• Proficient with Microsoft Office – Word, Excel, PowerPoint
• Demonstration of accuracy, organisation and attention to detail
• Be able to work well within a dynamic fast paced team
• Ability to work on own initiative and ability to prioritise work
• Must be task orientated and able to meet targets and deadline
• Exceptional time management skills with the ability to thrive whilst working under pressure
• Must have good attention to detail as accuracy is essential