Private Banking Assistant for Wealth Management

**Private Banking Officer**: We have an opportunity for a Private Banking Officer to join our team based in London. Private Banking Officers add value by assisting Private Bankers with the administrative tasks resulting from client interactions. Examples include preparing the documentation required for client meetings, composing file notes when attending...

A leading financial institution in London seeks a Private Banking & Wealth Management Executive. This role involves assisting relationship managers in optimizing client experiences and managing portfolios. The ideal candidate should possess robust knowledge in banking, strong communication skills, and experience in client relationship management. A...

**About the job**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you have started your Level 4 but haven't finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but will give you...

**Your mission**: Your career is our priority. Do you have entrepreneurial spirit? Do you have unwavering drive and work ethic? Do you have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management? We have extensive experience in developing individuals from an employed...

**Your mission**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but...

Private Banking & Wealth Management Executive | Barclays | London Working as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day‑to‑day...

Private Banking & Wealth Management Executive | Barclays | London Working as a Barclays Private Banking & Wealth Management Executive, you will assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day-to‑day operational...

Private Banking & Wealth Management Executive | Barclays | London Working as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day‑to‑day...

Private Wealth Adviser – Athletes & Creators DivisionAbout UsSkybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Europe, Switzerland, UAE, and Asia. We deliver bespoke advice to internationally mobile clients, backed by specialist teams in financial planning, wealth creation, and investment management.In 2025, we...

**Private Wealth Adviser - Athletes & Creators Division**: **About Us** Skybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Europe, Switzerland, UAE, and Asia. We deliver bespoke advice to internationally mobile clients, backed by specialist teams in financial planning, wealth creation, and investment...