• Support a high-performing private banking relationship team
• Gain exposure to client servicing, operations and wealth management

About Our Client

Our client is a well-established international financial institution with a strong presence across global wealth management markets. Known for its client-centric approach and high service standards, the organisation provides sophisticated banking and investment solutions to high-net-worth individuals while maintaining a strong commitment to operational excellence, compliance, and professional development.

Job Description

• Process client requests and transactions accurately, ensuring adherence to internal procedures and service standards.
• Act as an initial contact point for client enquiries and support relationship-building activities.
• Assist with client reviews, account maintenance, and ongoing client servicing initiatives.
• Support Relationship Managers with meeting preparation, research, sales support, and client pipeline management.
• Coordinate transaction settlements and liaise with internal stakeholders to ensure timely execution of client instructions.
• Prepare client correspondence, account opening documentation, reports, and credit-related documentation.
• Maintain compliance with regulatory requirements, KYC standards, due diligence procedures, and internal risk controls.

The Successful Applicant

• Previous experience within private banking, wealth management, retail banking, or financial services support functions.
• Strong administrative and client servicing skills.
• Ability to manage multiple priorities while maintaining a high degree of accuracy.
• Excellent communication and stakeholder management capabilities.
• Strong attention to detail and a commitment to delivering exceptional client experiences.
• Understanding of banking operations, account opening processes, KYC, and compliance requirements is advantageous.
• Proficient in Microsoft Office applications and general banking systems.

What's on Offer

This opportunity provides hands-on experience within a prestigious financial services environment, offering exposure to relationship management, wealth management operations, and client engagement activities. Successful candidates will benefit from working alongside experienced banking professionals, gaining valuable industry knowledge and enhancing their career prospects within the financial services sector. In addition, the role offers a collaborative team culture, structured onboarding support, and the opportunity to build a strong professional network.