Assistant Assistant - Hays

Join a high‑performing team supporting complex private banking clients with accuracy and care.

Your new company

This role will be an integral part of a collaborative private banking team, working closely with Client Advisors, Client Account Managers, Compliance, and Operations. You will play a key role in maintaining accurate client profiles, supporting high standards of client servicing, and facilitating smooth and timely periodic KYC reviews in line with regulatory requirements.

Your new role

• Support Client Advisors in managing complex private banking client portfolios
• Handle new account onboarding and support periodic KYC reviews in line with regulatory requirements
• Maintain accurate, complete, and up‑to‑date client documentation
• Assist with credit and structured lending matters, including supporting credit analysis and related processes
• Ensure all administrative and client‑related arrangements are completed efficiently and on time
• Prepare detailed and complex Excel worksheets for reporting and analysis
• Work closely with internal stakeholders across Compliance, Operations, and other teams
• Adhere to internal policies, regulatory standards, and risk management requirements

What you'll need to succeed

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.