Job Description
Up to £45,000 plus excellent bonus and benefits
Are you a polished professional with a talent for high-touch client service and a native-level command of Italian? We are seeking a Private Banking Support specialist to join an elite wealth management team, acting as the vital link between sophisticated HNW (High Net Worth) clients and our expert Relationship Managers.
This isn't just about processing paperwork; it's about maintaining the "gold standard" of Italian hospitality within a fast-paced financial environment.
Duties of the Private Banking Support to include:
In this pivotal position, you will provide comprehensive administrative and operational support to a dedicated portfolio of Italian-speaking clients. Your day-to-day will involve:
- Onboarding Excellence: Managing the end-to-end KYC (Know Your Customer) and AML (Anti-Money Laundering) processes for new and existing accounts.
- Operational Precision: Executing domestic and international payment orders, foreign exchange transactions, and security trades with 100% accuracy.
- Client Concierge: Acting as the primary point of contact for Italian-speaking clients, handling complex queries regarding accounts, payments, and investment executions.
- Relationship Support: Preparing high-quality presentation materials and reports for client meetings, ensuring the Relationship Managers are fully equipped to deliver strategic advice.
Requirements for the Private Banking Support officer to include:
- Native or Business-Fluent Italian and English (Written & Spoken).
- Proven track record in Private Banking, Wealth Management, or Premium Retail Banking.
- Solid understanding of KYC/AML regulations and banking operational workflows.
- High attention to detail, discreet, and comfortable dealing with UHNW individuals.
