Private Banking Assistant Job at Stephen Bell Associates (London)

Legal Assistant – Private Client

This is a fantastic opportunity to support experienced fee earners in a busy and...

Location

United Kingdom , Bedford

Salary:

27000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Prior experience as a legal assistant or secretary, ideally within private client or another legal discipline
Sound knowledge of legal office processes and file management
Strong computer literacy, including Microsoft Word, Excel, and Outlook
Familiarity with case management systems (preferred)
High standard of written and verbal communication
Exceptional organisational skills with the ability to multitask and meet deadlines under pressure
Meticulous attention to detail and a proactive attitude
A friendly and professional manner, both in person and over the phone

Job Responsibility

Acting as the first point of contact for client queries and providing regular updates on matter progression
Drafting basic correspondence, legal forms and supporting documents under supervision
Assisting with the preparation and submission of documents to the Probate Registry, HMRC, and Certainty
Managing the safe custody, organisation, and release of important legal documents such as wills, LPAs, and probate papers
Opening and closing files in line with AML procedures, SRA regulations, and internal quality standards
Managing calendars, appointments, and deadlines for fee earners
Preparing bills, processing payments and receipts, and liaising with the accounts team
Drafting estate accounts using Excel and handling associated administrative tasks
Providing telephone and reception support, and assisting with post and banking as needed
Contributing to the smooth running of the office with general administrative support

Fulltime

Senior Vice President, Credit Specialist, Private Banking

Citi Global Wealth (CGW) is looking for a Senior Vice President, Credit Speciali...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Min 10 years of experience
Strong and proven analytical, financial structuring and execution skills
Experience as a credit officer
In-depth knowledge and understanding of Financial Analysis including Financial and cash flow modelling
Ability to digest complex or detailed issues and articulate them in a clear and concise manner to stakeholders
Excellent communication (written and verbal) and interpersonal skills
Good negotiation skills
Strong initiative and interactive approach to problem-solving
Displays flexibility and independence in a demanding environment
Dependable team player

Job Responsibility

Assist Lending Advisors with preparing Credit Greenlight memos
Full credit underwriting with appropriate risk-return characteristics
Preparation of Credit Applications ensuring accuracy and completeness of data
Financial Analysis including cash flow statements
Collateral Evaluation covering investment portfolios, commercial real estate, art, aircraft and other asset classes
Provide In-Business Credit Risk Approval on credit applications
Prepare and negotiate credit documentation for facilities
Prepare, review and monitor compliance to facility covenants and approval conditions
Assist in Portfolio Management
Problem Recognition and assisting with classified loans remedial management

What we offer

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Access to learning and development resources
Generous paid time off packages

Fulltime

Business Support Manager

The PBWM Operations & Business Support Manager plays a critical role in supporti...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Demonstrate in-depth technical knowledge of PBWM operations, products, services, and regulatory requirements
Demonstrate a strong understanding of relevant principles, concepts, and operational frameworks within the PBWM domain
Evidence of applying technical expertise to solve problems, assess operational risks, and inform decision-making
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate
Will have an impact on the work of related teams within the area
Partner with other functions and business areas

Job Responsibility

Support daily operational activities across PBWM, including account processing, product setup, service requests, documentation review, and transaction oversight
Conduct detailed reviews to ensure completeness, accuracy, and compliance with internal policies and regulatory requirements
Support root-cause analysis and timely resolution of operational issues, ensuring minimal disruption to client service
Assist in managing client relationships by understanding service needs, identifying issues, and ensuring delivery of a consistently high standard of service
Work closely with Relationship Managers, Product Specialists, and Operations teams to provide seamless client experiences
Partner with internal stakeholders across Operations, Risk, Compliance, Technology, and Front Office teams to align processes and support integrated PBWM service delivery
Act as a key liaison for operational matters, supporting communication flows and process consistency across the business
Identify areas for enhancement within PBWM processes, proposing and supporting implementation of solutions to improve efficiency, accuracy, and client satisfaction
Contribute to the development, documentation, and embedding of operational procedures and internal controls to mitigate risks and support a robust control environment
Support the implementation of new policies, ensuring changes are understood, adopted, and effectively executed

What we offer

Hybrid working
Access to wellness rooms, gyms and mental health support
Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
On-site cafeterias, fitness centers, and tech-equipped workstations
Opportunities for socialising, sports, community events and volunteering

Fulltime

Associate Banker

The Associate Banker 2 is a developing professional role. Applies specialty area...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years relevant experience
Knowledge of investments is required
banking and credit products desirable
Ability to manage relationships both internal and external
Ability to multi-task
AMFI, NSFI certifications preferred
Bachelor's/University degree or equivalent experience

Job Responsibility

Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients
Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
Assist the Banker in deepening the existing client relationship through deep-dive analysis
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc
Provide complete service support to client, including solving complex client inquiries
Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
Appropriately assess risk when business decisions are made

Fulltime

IPB Assistant Relationship Manager

The IPB ARM (C10) is a developing professional role that applies specialty area ...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years relevant experience
ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
ability to problem solve and analyze data with demonstration of attention to detail
strong verbal and written communication skills
client facing experience
strong background and interest in the fields of operations and compliance
previous sales referral experience
knowledge of investments, banking, and credit products
US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days
bachelor's/university degree or equivalent experience

Job Responsibility

Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams
manage and execute client transactions with respect to business and individual banking, credit and investment products
ensure transactions are completed within audit and compliance standards as well as timely
take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers
enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
proactively arrange and participate in client visits and perform service quality check-in calls to clients
obtain banker/client appointments to build upon existing or establish new relationships
identify and document new business opportunities for referral to banker or product specialist
perform responsibilities through proficient use Citi applications

Fulltime

Assistant Manager

Step into the role of Assistant Manager at Barclays, where you'll play a pivotal...

Location

India , Pune

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Strong knowledge of CDD (Customer Due Diligence), KYC, and regulatory compliance frameworks
Experience in client onboarding, account opening, and lifecycle management within banking or wealth management
Risk and control mindset with strong analytical and problem-solving skills
Strong stakeholder communication, reporting, and operational process improvement experience
In-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
Ability to lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources
Demonstrated leadership behaviours (Listen and be authentic, Energise and inspire, Align across the enterprise, Develop others)
Ability to partner with other functions and business areas
Ability to take ownership for managing risk and strengthening controls

Job Responsibility

Manage and support end-to-end processing, reviews, reporting, and issue resolution across accounts, products, and services
Support client relationship management by identifying client needs and ensuring service delivery meets expectations
Develop and maintain procedures, controls, and governance processes to mitigate risk and ensure regulatory compliance
Prepare performance reports, MI, and presentations for senior stakeholders
Identify process improvement opportunities and support change initiatives to enhance operational efficiency
Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency

What we offer

Structured hybrid working with fixed 'anchor' days onsite
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
Opportunities for mobility, exploring every part of our operations as you build your career
State-of-the-art technology hub with excellent facilities for work, socialising and leisure

Fulltime

Business Risk and Controls Officer

The Business Control Manager (BCM) is a first line of defense investment supervi...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant work experience in Business Risk & Controls, Private Banking, Wealth Management or Capital Markets role(s)
Strong understanding of UK FCA Conduct of Business (COB) rules and EU Regulations, particularly regarding Investment sales and suitability requirements
MS Excel, MS Power Point, SQL a plus
Consistently demonstrates clear and concise written and verbal communication skills
Effective organizational and influencing skills required
Excellent problem-solving skills, with ability to dissect complex scenarios, see the big pictures with high attention to critical details
Demonstrated ability to develop, implement and challenge strategy and process improvement initiatives

Job Responsibility

Responsible for managing and supporting multiple risk and control programs for the organization including defining the strategy, approach, processes, quality, tools and reporting that provide global risk management consistency and excellence
Works closely with business partners on findings and makes recommendations on improving practices
Examines procedures for consistency and gaps relative to regulations in addition to impacts on customer experience
Review and approve client suitability profiles (IOS)
Monitors post-trade daily risk management reports relating to the Investment Decision Framework of the Retail Distribution of Investment Policy (RDIP), to ensure policy adherence and drivers of exceptions
Assists in the resolution of investment-related client complaints
Monitors Licensing and Registration requirements
Post-trade regulatory documentation delivery monitoring reviews
Assists in the management of trade errors and corrections
Review and approval of new discretionary accounts

What we offer

Generous holiday allowance
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Award winning Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Senior Financial Analyst

The company is continuing to expand its FP&A function and is hiring a Senior Fin...

Location

United States , San Diego

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 4 years of experience as a Financial Analyst or a similar role
Bachelors Degree in Finance, Accounting, Economics or other business-related disciplines
Open to candidates out of Investment Banking, Private Equity, and/or Big4 Audit or Big4 Transaction Services
Demonstratable experience with full income statement modeling
Experience with presenting to key stakeholders (internal and/or external)
MBA, CPA, CFA, are certainly valued, but not required

Job Responsibility

Collaborate with various departments to collect and analyze data and information
Develop and maintain accurate financial models at the corporate and project levels
Provide analytical support to the C-suite and finance organization, assisting with critical business analyses
Present analytical findings and data to various teams in a clear, concise manner
Monitor project status, capital spend, cash flows, and other financial metrics on a weekly basis
Assist with financial reporting tasks as required by the company
Conduct budget to actual variance analyses for project and corporate costs and cash flows
Track information for project transactions and associated data rooms
Evaluate company performance through detailed analysis and critical thinking
Complete ad hoc tasks and analysis as necessary to support the company's objectives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Private Banking Assistant

Stephen Bell Associates

Location:
United Kingdom , London

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 20, 2026

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