• Partner closely with Relationship Managers across wealth solutions
• Support a portfolio of high-net-worth private banking clients

About Our Client

Our client is an established financial institution with a strong presence in the wealth management and private banking sector. Serving affluent and high-net-worth individuals across key markets, the organization is recognized for its client-centric approach, comprehensive suite of investment and banking solutions, and commitment to delivering exceptional service standards. Employees benefit from a collaborative environment, strong governance culture, and opportunities to develop their careers within a sophisticated financial services platform.

Job Description

• Provide day-to-day administrative and client servicing support to Relationship Managers managing private banking relationships.
• Act as a key contact point for client enquiries, service requests, and account-related matters, ensuring timely resolution.
• Monitor client account activities and transactions while maintaining accuracy and compliance with internal procedures.
• Support Relationship Managers in preparing materials and documentation related to wealth management and advisory activities.
• Maintain and update client records, account information, facilities details, and management reports.
• Coordinate closely with operations, product specialists, risk, compliance, and other internal stakeholders to facilitate smooth client servicing.
• Assist with scheduling, meeting arrangements, presentation preparation, travel coordination, and other administrative responsibilities.

The Successful Applicant

• Diploma or Bachelor's Degree from a recognized institution.
• Experience in client servicing, sales support, banking operations, wealth management support, or related financial services functions.
• Good understanding of banking, investment, wealth management, or financial products and services.
• Strong communication and stakeholder management skills with the ability to build professional relationships.
• Highly organized with strong attention to detail and commitment to accuracy.
• Demonstrated ability to work effectively across multiple teams and business functions.
• Resilient and adaptable with the ability to perform in a dynamic, fast-paced environment.
• Relevant industry certifications such as CACS will be advantageous.

What's on Offer

This opportunity offers exposure to a high-performing private banking environment and the chance to work alongside experienced Relationship Managers serving sophisticated clients. The successful candidate can expect structured training, ongoing professional development, exposure to a broad range of wealth management products, and opportunities for internal career progression. Employees also benefit from a collaborative team culture, strong mentorship, and a stable organization committed to long-term talent development and employee well-being.