Private Banking Support Specialist

IPOE Consulting

Greater London

On-site

GBP 30,000 - 40,000

Full time

14 days+
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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

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.

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