Private Banking Assistant

  • Location

    London, England

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    £30000 - £35000 per annum

  • Contact:

    Scott Duerden

  • Contact email:


  • Job ref:


  • Published:

    7 months ago

Our client, an International Bank based in the West End are looking to recruit a Private Banking Assisting. This is a fantastic opportunity for a confident and proactive individual, who exceeds clients' expectations when it comes to service.

Essential duties and responsibilities:

  • Provide general assistance to RMs on all aspects of account management. This will include meeting and assisting clients on the bank premises.
  • Maintain RMs' diary system;
  • Support RMs by responding to queries from AML/Compliance Department;
  • Review customer files periodically to ensure account due diligence is complete and up to date;
  • Assist with account opening, including preparing new account opening packs.
  • Liaise with Head Office to obtain KYC/Due diligence and; obtain/chase bank references;
  • Undertake payment validation process (checking signature, balances, and completing call back to client);
  • Contact utility companies to enquire about client accounts; setting up or cancelling utility company direct debits as part of our bill payment service;
  • Co-ordinate with Customer Services, Head Office, RMs and clients concerning credit cards settlement;
  • Assist clients where required with any credit/debit card enquiries or requests;
  • Follow up with relevant departments to ensure that all transactions have been successfully executed;
  • Review overdrawn accounts on a daily basis on behalf of RMs. Chase clients to resolution and keep RMs and Credit Admin advised on developments;
  • Manage and maintain hard and soft copies of customer account files;
  • Other ad-hoc duties as and when required.


  • Well organised and deadline driven who is able to prioritise workload effectively and able to work under minimal supervision.
  • Flexible and committed attitude with the ability to work well under pressure and a willingness to take on additional tasks.
  • Good understanding of account opening process, and CDD (KYC) to meet AML requirements.
  • Previous experience in private banking or customer services or administration required, preferably with an international bank.
  • Knowledge of the GCC market would be an advantage.
  • Arabic (speaking, reading and writing) whilst not essential would be an advantage.
  • Proficient in computer/banking system use including MS Office: Word, PowerPoint, Outlook and Excel.

We are Social