Private Banking Assistant: Elite Client Onboarding

MW Recruitment Limited; Manchester; On-site; GBP 42,000 - 55,000; Full time

Job summary

MW Recruitment Limited on behalf of a prestigious UK private bank in Manchester is seeking a motivated Private Banking Executive to support the Private Banking team in delivering exceptional service to high-net-worth clients.

You will assist with day-to-day relationship management, client onboarding, account administration and documentation, as well as lending proposals and annual reviews, while ensuring KYC and AML compliance.

Qualifications

• Experience in banking or financial services.
• Excellent communication and relationship management skills.
• Strong organisational skills and attention to detail.

Responsibilities

• Supporting Private Bankers with day-to-day client relationship management.
• Managing client onboarding, account administration and documentation.
• Assisting with lending proposals, credit applications and annual reviews.
• Ensuring compliance with KYC, AML and regulatory requirements.
• Supporting business development and identifying opportunities to enhance client relationships.
• Coordinating client meetings and providing wider administrative support.

Skills

Relationship management

Communication skills

Organisational skills

Job description

MW Recruitment Limited on behalf of a prestigious UK private bank in Manchester is seeking a motivated Private Banking Executive to support the Private Banking team in delivering exceptional service to high-net-worth clients.

You will assist with day-to-day relationship management, client onboarding, account administration and documentation, as well as lending proposals and annual reviews, while ensuring KYC and AML compliance.