Senior Investment Administrator (Private Banking)

Montpellier Resourcing; London; On-site; GBP 55,000 - 65,000; Full time

Job summary

A leading private bank in London is urgently seeking a qualified Senior Investment Administrator to provide support for client relationship management. The successful candidate will have a CISI Level 4 qualification and experience within the financial services sector. Responsibilities include managing client administration, promoting financial products, and ensuring regulatory compliance. The role offers a competitive salary of up to £65,000 plus bonuses and a range of employee benefits including private medical cover and enhanced leave.

Benefits

Non-contributory pension contribution

Private Medical Cover

Enhanced annual leave

Cash back membership

Life Insurance

Qualifications

• CISI Level 4 qualification mandatory.
• Experience in client service within private banking or financial services.
• Strong understanding of private banking processes and products.

Responsibilities

• Manage essential client-related administration.
• Engage with clients on pending issues.
• Collaborate with internal stakeholders for document facilitation.

Skills

Client-focused mindset

Financial product knowledge

Regulatory understanding (KYC, AML)

Proficient in IT systems

Team collaboration

Education

CISI Level 4 (Investment Advice Diploma)

Job description

Up to £65,000 plus EXCELLENT bonus and benefits

Urgent requirement for a decided Investment Professional to join this leading Private Bank!

Are you an experienced, IAD-qualified professional ready to hit the ground running as a vital Client Services Officer? We are seeking a proactive and client-focused individual passionate about client engagement, eager to create lasting value. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline, ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment. Candidates must be CISI Level 4 (Investment Advice Diploma) qualified.

Key Responsibilities of the Senior Investment Administrator to include:

• Streamline Banking & Client Administration: Manage essential client-related administration, including transfers, payments, foreign exchange, monitoring and fixing of bank deposits, and processing of purchases and securities sales.
• Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary.
• Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation.
• Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services.
• Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested.
• Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed.
• Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti-Money Laundering (AML), Clear Desk Policy, and Absence Management.

Requirements for the successful Senior Investment Administrator to include:

• Candidates MUST be IAD (Investment Advice Diploma) qualified (CISI Level 4)
• Demonstrable experience in a similar client service role within private banking or financial services.
• Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS).
• Proficient in standard IT systems, with the ability to quickly learn new software.
• Possess a service-oriented and client-focused mindset.
• A strong team player with a collaborative spirit.
• Proactive, self-motivated, and detail-oriented, ensuring accuracy and reliability in all tasks.

Benefits to include:

• A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice).
• Enhanced annual leave entitlement.
• Private Medical Cover.
• Cash back membership.
• Life Insurance.
• AND MORE

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency