My client is a well known and respected private bank. The are currently looking for an Operations Associate to assist the Operations Director with BAU tasks and also provide relationship support to several of their major clients.

The company is one of the world's most well-recognised private banks in the city. They have gained a well-won reputation for reliability with their clients, which has let them grow year-on-year, and are well known as a supportive employer, making their staff retention exemplary.

The position will be reporting to the Operations Director and the individual will be tasked with relationship management to private clients as well as oversight of operational tasks.


Onboarding oversight

Maintainance/creation of client transactions

Monitoring or engaging in blalance transfers

Ownership of all administration and correspondance pertaining to account switching and account transitions.

This would be a great opportunity to join a prestigious bank and work on several major projects, giving leadership to the team in the absence of the director as well as be a point-of-contact to enviable clients.

My client is looking for:

Client Relations experience in Private Banking

A Private Banking background

Experience with client transactions and extensive knowledge of CASS and BACs

Experience of private banking client onboarding and account switches

A thorough knowlege of Private Banking practices