Montpellier Resourcing
Senior Private Banking Assistant
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💸 Up to £75,000 plus FANTASTIC bonus and benefits
🏠 Hybrid working available
A prestigious private bank in London is seeking a highly experienced and proactive Senior Private Banking Executive to provide expert support to a senior Private Banker. This is a critical role designed for a seasoned professional who can take full ownership of the administration and operational management of an established, high-net-worth book of business.
As an Assistant Relationship Manager, you will act as the primary engine room for the desk, ensuring seamless service delivery for UK and International clients while maintaining the highest standards of regulatory integrity.
Please note, candidates MUST have 5+ years direct Private Banking experience and will preferably be IAD Level 4 or CeMap qualified.
🎯 Key Responsibilities
- Strategic Onboarding & KYC Leadership: Take full accountability for the end-to-end KYC lifecycle for complex structures. You will drive the collection, analysis, and submission of documentation, navigating intricate client profiles with minimal supervision.
- Advanced Investment Suitability: Proactively manage the production of mandatory suitability reports and investor profile reviews. Ensure the book remains fully compliant with MiFID II and internal standards at all times.
- Complex Portfolio Support: Provide high-level technical support for residential real estate transactions and discretionary investment portfolios.
- Expert Banking Operations: Execute sophisticated client instructions, including high-value payments, FX trading, and complex e-banking configurations.
- Non-Discretionary Execution: Confirm income and accurately book trades for non-discretionary investment accounts with precision.
- Senior Stakeholder Liaison: Act as the lead point of contact between the desk and internal departments (Operations, Compliance, and Offshore entities) to resolve bottlenecks and streamline annual reviews.
- Client Relationship Partnership: Interact directly with HNW clients as a trusted representative of the bank, resolving complex queries and identifying opportunities to promote relevant products and services.
- Regulatory Guardianship: Maintain an expert-level understanding of the Code of Conduct, Cross-Border regulations, AML, and FATCA/CRS requirements.
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✅ Requirements
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- Candidates must have 5-7 years of direct Private Banking experience.
- Deep expertise in KYC/Onboarding processes for complex entities and a robust understanding of investment products (Discretionary & Non-Discretionary) and credit.
- Candidates will ideally be IAD (Investment Advice Diploma) Level 4 and/or CeMAP qualified.
- A proven track record of managing a heavy workload for a senior banker with "first-time right" accuracy and minimal oversight.
- Exceptional interpersonal skills with the ability to engage with high-net-worth individuals and senior internal stakeholders.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency.
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