Senior Private Banking Assistant

Montpellier Resourcing Associates Ltd.; West End; Hybrid; GBP 81,000 - 99,000; Full time

Job summary

Montpellier Resourcing Associates Ltd. is seeking an experienced Senior Private Banking Assistant in London. The role supports a UK-based private banking team handling an international client book.

You will act as the day-to-day link between clients and internal teams, ensuring instructions are executed accurately and client relationships are well looked after. The position requires 8+ years in private banking support with IAD Level 4 and CeMAP qualifications, and offers a senior, varied

Qualifications

• 8+ years of direct, demonstrable experience in private banking support.
• Strong knowledge of private banking processes and financial products, including KYC/AML.
• Excellent client service, discretion and confidentiality.
• Experience with international client books and cross-border operations.

Responsibilities

• Process client instructions: transfers, payments, FX, deposits monitoring.
• Support investment activities: securities processing and product recommendations.
• Support credit processes: applications, reviews, drawdowns.
• Serve as primary contact for international clients and coordinate with internal teams.
• Prepare onboarding and periodic review documentation to ensure timely completion.
• Collaborate with Operations, Compliance and other internal teams on annual reviews and onboarding.

Skills

Client relationship management

Attention to detail

Education

IAD Level 4

CeMAP

Job description

Up to £90,000 plus excellent bonus and benefits

London, with hybrid working available

A prestigious private bank in London is seeking an experienced and proactive Senior Private Banking Assistant to support a UK-based private banking team covering an international client book.

This is a senior, varied role with exposure to both investments and credit. You will be the day-to-day link between clients and the bank's internal teams, making sure instructions are executed accurately and that client relationships are well looked after.

Please note, candidates should have 8+ years of direct experience in private banking support. Candidates must have IAD (Investment Advice Diploma) Level 4 and CeMAP qualifications.

Key Responsibilities of the Senior Private Banking Assistant to include:

• Client Administration: Process client instructions, including transfers and payments, foreign exchange, and the monitoring and fixing of bank deposits.
• Investment Support: Process securities purchases and sales for the team and their clients, and promote and arrange relevant banking and investment products.
• Credit Support: Complete and process credit applications and reviews, and manage new loans from approval through to drawdown.
• Client Contact: Act as a primary point of contact for international clients, follow up on pending issues and escalated to the banker where necessary.
• Onboarding and Reviews: Prepare documentation to make sure periodic reviews and onboarding submissions are completed accurately and on time.
• Internal Stakeholder Management: Work with Operations, Compliance and other internal teams to complete annual reviews and onboarding documents, and act as the team's contact for internal troubleshooting and requests.
• Compliance: Work in line with the Code of Conduct and internal regulations, including Cross Border, AML and Clear Desk policies.

Requirements for the successful Senior Private Banking Assistant to include:

• 8+ years of direct, demonstrable experience in a similar role within private banking.
• IAD (Investment Advice Diploma) Level 4 and CeMAP essential.
• A strong understanding of private banking processes and financial products, with working knowledge of KYC, AML, FATCA and CRS requirements.
• A mix of investment and credit experience.
• Experience of working with an international client book.
• Comfortable using standard IT systems and quick to learn new software.
• A service-oriented, client-focused approach, with a high level of confidentiality and discretion.
• A proactive, collaborative team player who is detail-oriented, accurate and reliable.