Private Banking Support Specialist

4 days ago


London, Greater London, United Kingdom Montpellier Resourcing Full time

Competitive Salary Package

Hybrid Working Arrangement

We are seeking a highly skilled and experienced Private Banking Support Specialist to join our boutique Private Bank in London. As a key member of our team, you will provide exceptional administrative support to our Director and contribute to the onboarding of new clients, managing invoices and payments, and other critical tasks.

Key Responsibilities:

  • Administrative Support: Provide comprehensive administrative support to our Director, including diary management, client liaison, meeting scheduling, and preparing briefing packs for client meetings.
  • Client Onboarding: Efficiently handle all KYC requests and onboarding processes for new clients, service providers, and counterparties, ensuring all client documentation is stored securely on our company system.
  • Compliance Support: Assist with our firm's compliance activities, ensuring all regulatory requirements are met.
  • Project Support: Support the CEO with ad hoc projects, including HR and recruitment, people management, event organization, and other initiatives.
  • Accounting Support: Assist with accounting functions, including invoices, accounts receivable, and payable.

Requirements:

  • Italian Language Skills: Highly desirable
  • Administrative Skills: Strong administrative skills are essential, including diary management, scheduling, coordinating itineraries, and other related tasks.
  • Private Banking Experience: Previous experience working within private banking and/or fund/asset management is highly desirable.
  • Autonomy and Proactivity: Must be seeking a dynamic role where you will be given autonomy over your work and be proactive in contributing to the team's success.
  • Qualifications: Level 4 CISI or Investment Management Qualification is required.

This role is being advertised by Montpellier Resourcing Associates Limited, a leading employment agency specializing in financial services recruitment.



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