10 Oct 2019

Trainee Private Banking Assistant

Ref 32681

Our client is seeking a Trainee Private Banking Assistant to join their Private Banking team for a 22-month fix contract.

The purpose of the Private Banking Assistant role is to be part of the Client Service Team supporting the Private Bankers.  It is a vital link between Clients, Private Bankers and Support Services from initial client introduction and throughout the life of the relationship.

The Private Banking Assistant will ensure on behalf of their Business Unit that all aspects of the Client’s experience with the bank are dealt with in a professional, accurate and timely manner including:

  • Be part of the Client Service Team supporting Private Bankers and Wealth Planning Specialists who are focused on one or more segments, managing and retaining client relationships with high net worth individuals.
  • Actively assisting in developing the client’s relationships to their full business potential
  • Maintenance of the operation capabilities of the existing accounts( i.e. static data) 
  • Complete all structured and unstructured learning as part of the Private Banking Apprenticeship programme 

Applicants must be educated to a A-level standard or equivalent, have a knowledge of business processes, standards, policies and procedures, have strong verbal and written communication skills, be a team player, have a knowledge of Word, Excel, PowerPoint and have good judgement skills to prevent fraud and raise alerts as necessary.


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