The Administrative Assistant provides high-level administrative and operational support to Private Banking teams. This role is essential in ensuring smooth day-to-day operations, maintaining exceptional client service standards, and supporting relationship managers in delivering a premium banking experience to high-net-worth clients. The ideal candidate is highly organized, discreet, detail-oriented, and comfortable working in a fast-paced, client-focused environment.
KEY RESPONSIBILITIES
In the course of carrying out the above responsibilities, the individual would be expected to be able to independently: -
- Provide comprehensive administrative support to Market Heads and the wider Private Banking team
- Manage calendars, schedule meetings, coordinate travel, and prepare meeting materials
- Serve as a key point of contact for internal teams and, where appropriate, clients
- Prepare correspondence, presentations, reports, and client communications
- Maintain accurate records, files, and client data in internal systems
- Handle confidential information with the highest level of discretion
- Assist with ad hoc projects and process improvements as required
- Work with marketing and communications team on marketing campaigns for clients including managing gifts and entertainment budgets
- Assume any other tasks as assigned
REQUIREMENTS
To be effective and successful in this position, he/she should:-
- Minimum Diploma or equivalent experience preferred
- Previous administrative or executive support experience, ideally within financial services, private banking, or wealth management
- Strong organizational and time-management skills with excellent attention to detail
- Professional, polished communication skills (written and verbal)
- High level of integrity and discretion when handling sensitive information
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); experience with banking systems is an advantage
- Ability to manage multiple priorities and work under pressure
- Strong interpersonal skills and a client-service mindset
- Proactive, dependable, and team-oriented approach
