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Job Description

The Private Banking Team Assistant (TA) will primarily focus on providing pro-active support to a team of Private Banking Executives (PBE), Private Bankers (PB) and their portfolio of clients. They will support Private Bankers with client acquisition and retention via client contact, but will primarily provide support in the preparation/submission of credit reviews, Know Your Client reviews, account opening and daily transaction reports. The PBE will act as a proxy for the PBE, representing him/her in meetings or communications.

Key responsibilities

Client service and Sales support

• Manage account maintenance procedures – including account opening and account closing

• Collation and submission of Credit Applications on behalf of PBE’s and PB’s

• Monitor the return of Facility letters, and completion of LMF/interest rate/fee forms

• Monitor, prepare and/or carryout annual credit reviews

• Complete shadow postings of a daily basis

• Monitor, prepare and/or complete annual client reviews – maintaining client files in the process

  General Administration

• Preparing client communications

• Preparing account opening forms

• Responsible for keeping client records updated

• Instigating and maintaining client files

  Private Banker’s organization

• Organizing, maintaining and coordinating diaries for the PB’s (including future planning of meetings, meeting preparation, planning for issues

• Organize travel schedules


• Complete compliance regulatory exams, adhering to both legal and regulatory requirements

Key Interfaces

• Working with the team PBE’s

• Maintain excellent relationships with Operations, Treasury and Compliance
Person Specification


• Experience in Client Facing Roles

• Private banking or customer service experience in supporting Private Banking Areas

• A good understanding of HNW segment and market

• Technical knowledge around all areas of Lending

• Knowledge of regulatory requirements covering money laundering and criminal activity

• Strong interest in financial markets

• Knowledge of wealth management in banking products

• Multi-tasking capability

• Ability to work under pressure with a heavy workload



A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft office

CRM Salesforce knowledge and understanding

Strong written and verbal communications skills are essential for this role

Excellent time management and organizational skills



• Performance Focus

• Customer Focus

• Communication & Confidence

• Working Proactively