204 Private Banking jobs in the United Kingdom

• Responsible for the maintenance and development of a customer portfolio; winning and on-boarding customers.
• Responsibilities will include preparation of credit applications, customer analysis, reviews, documentation admin & compliance.

Client Details

My client is a leading international bank that have hubs globally. They are looking to recruit a Private Banking Manager in their Lincolnshire office to start ASAP.

Description

* Private Banking Manager responsible for the maintenance and development of a portfolio of private banking customers. Building relationships with customers and ensuring customer satisfaction through the provision of excellent customer service.

* Identifying, meeting and winning prospective new customers/introducers by outlining how we work and what we can offer in terms of service and facilities.

* Demonstrating a sound understanding of, and an ability to work within the Bank's Credit Policy, ensuring lending decisions are within the lending discretion awarded by the Branch Manager.

* The ability to interpret financial information provided by customers, evaluate lending propositions, assess & formulate risk ratings correctly and structure transactions.

* Using the appropriate Bank systems to complete Credit applications and annual reviews.

* To develop and maintain a sound understanding of the local market. Demonstrable understanding of the products offered and a good understanding of competitor products, relevant industry and market driven trends.

* Being able to demonstrate an ability to identify and offer customers on a needs basis, the appropriate non MCOB regulated product/s, whilst also being able to communicate succinctly all the relevant features, benefits and risks.

* General administration, preparation of legal documentation for accounts, personal loans and mortgages, maintaining customer's files (including CDD/AML requirements), preparing annual reviews and making payments.

* Working with the rest of the Branch team to ensure the highest levels of (i) customer service, and (ii) Good Administrative Order, as well as working together to achieve the goals on the Branch Business Plan

* Operates in line with the Bank's Risk Management framework (including subframeworks) and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager.

Profile

• Private client banking experience previously
• Excellent customer service skills demonstrable on CV
• Good understanding of credit processes and personal customer product offering in a previous role
• Good knowledge of Microsoft Office tools, especially Excel, Word and PowerPoint
• Strong sense of administrative order
• Excellent verbal and written communication skills as presentations will be part of the role
• Ability to build strong professional relationships.

Job Offer

• Private Banking Manager role within leading European Bank (Financial Services)
• Lincolnshire location
• Salary:35-55k base depending on previous experience as a Private Banker

A small prestigious international bank is seeking a dynamic individual to assist a team of Relationship Managers.

Your duties will be varied to include:

• Supporting RMs to manage their client portfolio including annual reviews/credit applications etc
• Assisting with KYC procedures: onboarding clients, conducting reviews, and performing CDD
• Handling account openings, processing debit/credit card reques.

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A small prestigious international bank is seeking a dynamic new addition to its busy Private Banking team, in this varied role.

Your duties will include:

• Assisting RM’s with credit applications/reviews, financial analysis, cashflow modelling and covenant monitoring (Real Estate portfolio)
li>Preparing various reports, AML reviews and maintaining MI reports
• Credit administration

Your experience must include:

• Credit analysis for a private banking/real estate portfolio and cash flow modelling
• Strong Excel skills
• Excellent communication skills both written and oral
• Knowledge of AML procedures

This role will initially be working 5 days a week in the London office, to get to know the bank, processes, systems etc and will then transition to hybrid (3 days a week in the office) as the successful candidate settles in.

A small prestigious international bank is seeking a dynamic new addition to its busy Private Banking team, in this varied role.

Your duties will include:

• Assisting RM’s with credit applications/reviews, financial analysis, cashflow modelling and covenant monitoring (Real Estate portfolio)
li>Preparing various reports, AML reviews and maintaining MI reports
• Credit administration

Your experience must include:

• Credit analysis for a private banking/real estate portfolio and cash flow modelling
• Strong Excel skills
• Excellent communication skills both written and oral
• Knowledge of AML procedures

This role will initially be working 5 days a week in the London office, to get to know the bank, processes, systems etc and will then transition to hybrid (3 days a week in the office) as the successful candidate settles in.

International Bank based in London, are looking to recruit a Private Banking Assistant. To be considered for this position, ideal candidates MUST speak Arabic.

Main responsibilities will include;

• Provide general assistance to Head of Private Banking and Relationship Managers on all aspects of account management. This will include meeting and assisting clients on the bank premises.
• Attend to client’s phone calls, email or letter request and to ensure that they are answered and dealt with promptly
• Support Head of Private Banking and Relationship Managers by responding to queries from AML/Compliance Department
• Review customer files periodically to ensure account due diligence is complete and up to date
• Assist with account opening, including preparing new account opening packs
• Liaise with Head Office to obtain KYC/Due diligence and; obtain/chase bank references
• Undertake payment validation process (checking signature, balances, and completing call back to client)
• Co-ordinate with Customer Services, Head Office, Private Banking teams and clients concerning credit cards settlement
• Assist clients where required with any credit/debit card enquiries or requests

To be considered for this position, ideal candidates must have the following experience and skills;

• At least 2 years Banking experience
• Speak fluent Arabic
• Proficient with Microsoft Office – Word, Excel, PowerPoint
• Demonstration of accuracy, organisation and attention to detail
• Be able to work well within a dynamic fast paced team
• Ability to work on own initiative and ability to prioritise work
• Must be task orientated and able to meet targets and deadline
• Exceptional time management skills with the ability to thrive whilst working under pressure
• Must have good attention to detail as accuracy is essential

International Bank based in London, are looking to recruit a Private Banking Assistant. To be considered for this position, ideal candidates MUST speak Arabic.

Main responsibilities will include;

• Provide general assistance to Head of Private Banking and Relationship Managers on all aspects of account management. This will include meeting and assisting clients on the bank premises.
• Attend to client’s phone calls, email or letter request and to ensure that they are answered and dealt with promptly
• Support Head of Private Banking and Relationship Managers by responding to queries from AML/Compliance Department
• Review customer files periodically to ensure account due diligence is complete and up to date
• Assist with account opening, including preparing new account opening packs
• Liaise with Head Office to obtain KYC/Due diligence and; obtain/chase bank references
• Undertake payment validation process (checking signature, balances, and completing call back to client)
• Co-ordinate with Customer Services, Head Office, Private Banking teams and clients concerning credit cards settlement
• Assist clients where required with any credit/debit card enquiries or requests

To be considered for this position, ideal candidates must have the following experience and skills;

• At least 2 years Banking experience
• Speak fluent Arabic
• Proficient with Microsoft Office – Word, Excel, PowerPoint
• Demonstration of accuracy, organisation and attention to detail
• Be able to work well within a dynamic fast paced team
• Ability to work on own initiative and ability to prioritise work
• Must be task orientated and able to meet targets and deadline
• Exceptional time management skills with the ability to thrive whilst working under pressure
• Must have good attention to detail as accuracy is essential

Private Banking Assistant (Arabic speaker)

Central London

Job purpose

Private Banking Assistant role is to support Private Banking Relationship Managers in their day-to-day activities: account opening, amendments and closing, follow up on debit cards/internet banking, AML, and credit tasks.

Key responsibilities and accountabilities

1. Account opening: prepare account opening packs, do WorldChecks, risk assessments (personal and corporate), adverse media, prepare and email/post to new customers the bank's welcome letters.

2. Handle and manage client relationship transfers between Retail and

Private Banking departments.

3. Debit cards: ensure timely order of debit cards, activation, cancellation, activation, and handle all fraud investigations and refunds.

4. Internet banking: Assist customers to register to internet banking, activate their registration, unblock their access, and answer any query related to this service.

5. Credit: prepare and follow up on all Customer information sheets requested from the bank , the Private Banking Assistant can prepare the risk modelling template for the credit application.

6. Periodically or as deemed necessary, communicate to customers all pertinent information on the status of their funds.

7. Always preserve customers’ confidentiality, paying particular attention to the security of documentation and communications. Also, adherence to instructions for safeguarding information and not disclosing any information about customers to a third party without the customer’s written approval, or otherwise in compliance with legal/statutory requirements.

8. Adhere to Banks policies such as Private Banking SOP and Financial Crime

Policies and Procedures.

9. Perform duties with reasonable skill and diligence.

10. Work closely with relationship managers in other ad-hoc client and bank related tasks.

Qualification & Experience

Qualification:

· University degree in Accounting/Economics/Business Admin.

Experience:

· Up to 3 years of banking experience.

Essential Competencies

· Sound knowledge and understanding of financial markets

· Sound knowledge and understanding of Bank products, systems, services, and procedures

· Good understanding of cultural sensitivities and issues

· Good communications, presentation, and interpersonal skills

· Fluency in Arabic and thorough understanding of Middle East culture and mentality.

Please note the company will not provide visa sponsorship to work in the United Kingdom

If you are interested please apply or contact Patrick Barnett for a confidential discussion on

or email him at

Please note the company will not provide visa sponsorship to work in the United Kingdom

CDD/KYC Onbaording Private Banking Snr Analyst.

Rate £200-£300 per day (Umbrella)

Full time - 5 days in Office- London

Duration 3 months +

Immediate start

Power Brand's Private banking division is looking for a contractor who can start immediately to support the PWM Head of Onboarding.

3 years experience focused on CDD/onboarding HNW & UHNW clients essential

Private Banking Assistant (Arabic speaker)

Central London

Job purpose

Private Banking Assistant role is to support Private Banking Relationship Managers in their day-to-day activities: account opening, amendments and closing, follow up on debit cards/internet banking, AML, and credit tasks.

Key responsibilities and accountabilities

1. Account opening: prepare account opening packs, do WorldChecks, risk assessments (personal and corporate), adverse media, prepare and email/post to new customers the bank's welcome letters.

2. Handle and manage client relationship transfers between Retail and

Private Banking departments.

3. Debit cards: ensure timely order of debit cards, activation, cancellation, activation, and handle all fraud investigations and refunds.

4. Internet banking: Assist customers to register to internet banking, activate their registration, unblock their access, and answer any query related to this service.

5. Credit: prepare and follow up on all Customer information sheets requested from the bank , the Private Banking Assistant can prepare the risk modelling template for the credit application.

6. Periodically or as deemed necessary, communicate to customers all pertinent information on the status of their funds.

7. Always preserve customers’ confidentiality, paying particular attention to the security of documentation and communications. Also, adherence to instructions for safeguarding information and not disclosing any information about customers to a third party without the customer’s written approval, or otherwise in compliance with legal/statutory requirements.

8. Adhere to Banks policies such as Private Banking SOP and Financial Crime

Policies and Procedures.

9. Perform duties with reasonable skill and diligence.

10. Work closely with relationship managers in other ad-hoc client and bank related tasks.

Qualification & Experience

Qualification:

· University degree in Accounting/Economics/Business Admin.

Experience:

· Up to 3 years of banking experience.

Essential Competencies

· Sound knowledge and understanding of financial markets

· Sound knowledge and understanding of Bank products, systems, services, and procedures

· Good understanding of cultural sensitivities and issues

· Good communications, presentation, and interpersonal skills

· Fluency in Arabic and thorough understanding of Middle East culture and mentality.

Please note the company will not provide visa sponsorship to work in the United Kingdom

If you are interested please apply or contact Patrick Barnett for a confidential discussion on

or email him at

Please note the company will not provide visa sponsorship to work in the United Kingdom