Full job descriptionPrivate Banking Executive/Assistant – HNW Lending & InvestmentsThe Role We are looking for a proactive and organised Private Banking Assistant to support senior bankers managing HNW clients, with a focus on lending and investments.
You’ll play a key role in supporting client relationships, coordinating lending facilities and investment-related activity, and ensuring a high standard of client service within a growing private banking team.
Key Responsibilities *Provide day-to-day support to senior bankers and their HNW clients.
*Assist with lending applications, credit facilities, mortgages, Lombard lending and related documentation.
*Support investment-related client requests, liaising with investment managers and internal teams.
*Coordinate client onboarding, account openings, KYC and AML checks.
An opportunity to work closely with senior bankers, gain exposure to complex HNW lending and investment requirements, and develop your career within a growing private banking team.