Relationship Manager Assistant – Private Banking

London, Greater London
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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 RM’s 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 requests for clients, and addressing transaction inquiries

* Providing assistance to clients during branch visits

* Maintaining Private Banking diary and client files

Your experience must include:

* Proven relevant experience in Private Banking support, including account opening processes and KYC/CDD

* Strong teamwork skills with a proactive approach to delivering exceptional client service

* Excellent presentation and communication skills (both written and oral)

* Proficiency in MS Office: Excel, PowerPoint

Please note this role will be working 5 days a week in the London office

Job Info
CV-Library logo
Job Title:
Relationship Manager Assistant – Private Banking
Company:
CV-Library
Location:
London, Greater London
Salary:
Competitive
Posted:
Jun 11th 2025
Closes:
Jul 12th 2025
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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