Private / Retail Banking Assistant - Temp / Temp to Perm

Prime Personnel UK; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prestigious international bank in London is looking for a conscientious individual to assist Relationship Managers in Private Banking. The candidate will handle KYC procedures, manage account openings, and provide client support during branch visits. Requirements include relevant experience in Private Banking, strong teamwork abilities, and proficiency in MS Office. Additional skills in Arabic are advantageous. This role is on-site in the London office, working 5 days a week.

Qualifications

• Proven relevant experience in Private Banking including account opening processes and KYC/CDD.
• Strong teamwork skills with a proactive approach to delivering exceptional client service.
• Excellent presentation and communication skills (both written and oral).
• Proficiency in MS Office: Excel, PowerPoint.
• Arabic language skills would be advantageous.

Responsibilities

• Assisting with KYC procedures: onboarding clients, conducting reviews, and performing CDD.
• Handling account openings, processing debit/credit card requests for clients, and addressing transaction inquiries.
• Providing assistance to clients during branch visits.
• Maintaining Private Banking diary and client files.

Skills

Teamwork skills

Client service

Presentation skills

Communication skills

Arabic language skills

Tools

MS Office

Job description

A small prestigious international bank is seeking a conscientious individual to assist a team of Relationship Managers in Private Banking.

Your duties will be varied to include:

• Assisting with KYC procedures: onboarding clients, conducting reviews, and performing CDD
• Handling account openings, processing debit/credit card requests for clients, and addressing transaction inquiries
• Providing assistance to clients during branch visits
• Maintaining Private Banking diary and client files

Your experience must include:

• Proven relevant experience in Private Banking including account opening processes and KYC/CDD
• Strong teamwork skills with a proactive approach to delivering exceptional client service
• Excellent presentation and communication skills (both written and oral)
• Proficiency in MS Office: Excel, PowerPoint
• Arabic language skills would be advantageous

This role will be working 5 days a week in the London office.