Hybrid Working!

Due to exciting business growth, a fantastic opportunity to join a global leader in legal technology, backed by private equity, as they seek to appoint a visionary Chief Technology Officer. This is a rare chance to shape the technology strategy of a high-growth business that is transforming the legal industry through cutting-edge innovation.

As CTO, you will set and deliver the technology strategy, driving innovation and scalability across global operations. Reporting to the CEO, you will lead a talented engineering and product team, ensuring the business remains at the forefront of legal tech solutions.

Key Responsibilities of the CTO to include:

• Lead integration of IT systems from acquired companies into a unified platform post-M&A.
• Develop and execute a forward-looking technology roadmap aligned with commercial and investor objectives.
• Oversee software development, architecture, infrastructure, and cybersecurity.
• Champion digital transformation from content-only to tech-enabled solutions, unlocking new revenue streams.
• Drive innovation in AI, automation, and data analytics to enhance legal workflows.
• Conduct technology due diligence for acquisitions and ensure smooth tech and cultural integration.
• Build and scale a world-class technology team across global locations.
• Ensure compliance with global regulatory and security standards.

Requirements for the successful CTO to include:

• Proven experience as CTO or senior technology leader within a private equity-backed environment is ESSENTIAL
• Strong track record in scaling technology platforms globally.
• Experience integrating disparate technology ecosystems through M&A is essential.
• Expertise in SaaS, cloud architecture, and enterprise-grade security.
• Commercial mindset with experience in investor relations and value creation.
• Exceptional leadership and communication skills.
• Bachelor’s or Master’s degree in Computer Science, Engineering, or equivalent experience.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Hybrid working available

Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for a Client Investment Administrators to join a dynamic and highly regarded investment company in the heart of London.  We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management.

Duties of the Client Investment Administrator to include:

• Deliver seamless client administration: Manage the end-to-end client lifecycle with precision, including onboarding, asset transfers, payments, account maintenance, and estate administration.
• Act as a proactive point of contact for client queries, resolving administrative issues and collaborating with the investment team for specialist technical matters.
• Provide accurate communications: Interact professionally with clients to provide timely updates, ensuring all information shared remains strictly within regulatory and "Information Giving" guidelines.
• Take ownership of team diaries, proactively scheduling meetings and managing all aspects of travel and itineraries.
• Attend meetings to record accurate minutes, ensuring action items are captured and followed up on.
• Ensure the integrity of our filing systems by archiving and organizing all client correspondence in a timely and compliant manner.
• Lead large-scale communication projects, ensuring all data is meticulously updated and correspondence reaches clients accurately.
• Create and refine professional presentations and literature to support the team during client meetings.

Requirements for the successful Client Investment Administrator:

• Prior assistant or administrative experience working within financial services, investment, or wealth management role.
• Knowledge of relevant regulatory frameworks.
• High attention to details, levels of accuracy and organisational skills

What’s in it for you:

• Company Pension: 9% non-contributory or 10% if you contribute 5%
• Flexible holidays with the option to purchase up to 5 additional days
• Private medical insurance, life assurance 8x salary and income protection 75% salary.
• Gym discounts
• Opportunity to join various social groups and committees, including: football, netball, running, quiz nights, charity bake sales and more!

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Based in central London, the role is office-based, with shift patterns structured from 7am - 4pm, and 10am – 7pm.

Duties of the Front of House Receptionist will include:

• Managing Appointments: Responding to calls promptly, scheduling appointments according to specific needs, and coordinating the use of 15 rooms to maximize resource efficiency.
• Organizing the Workspace: Keeping the work area well-organized and presentable.
• Providing Refreshments: Preparing teas and coffees as needed.
• Room Preparation and Upkeep: Clearing rooms, replenishing minibars, cleaning cups and glasses, and polishing glasses.
• Food and Beverage Orders: Ordering food and beverages from suppliers, ensuring deliveries match orders.
• Morning Room Setup: Restocking minibars, fruit bowls, cups, and saucers to prepare rooms for use.
• Room Inspection and Maintenance Coordination: Inspecting rooms, creating work orders for cleaners and facilities staff, and tracking progress to ensure rooms are guest-ready.

Requirements for the successful Front of House Receptionist:

• The preferred candidate will have the demonstrated ability to work with guests, exceed their expectations, take ownership over essential duties and will also have Front Desk experience
• Candidates must have good team working abilities, and be able to elevate the team around them
• Strong organisation skills with the ability to manage multiple tasks at once
• The successful candidate will be a personable, confident polished individual and demonstrate impeccable organisational and communication skills with an excellent sense of initiative.
• Candidates will have gained experience working a 4+ star hotel, spa or corporate office

This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.

Based in central London, the role is office-based, with shift patterns structured from 7am - 4pm, and 10am – 7pm.

Duties of the Front of House Receptionist will include:

• Managing Appointments: Responding to calls promptly, scheduling appointments according to specific needs, and coordinating the use of 15 rooms to maximize resource efficiency.
• Organizing the Workspace: Keeping the work area well-organized and presentable.
• Providing Refreshments: Preparing teas and coffees as needed.
• Room Preparation and Upkeep: Clearing rooms, replenishing minibars, cleaning cups and glasses, and polishing glasses.
• Food and Beverage Orders: Ordering food and beverages from suppliers, ensuring deliveries match orders.
• Morning Room Setup: Restocking minibars, fruit bowls, cups, and saucers to prepare rooms for use.
• Room Inspection and Maintenance Coordination: Inspecting rooms, creating work orders for cleaners and facilities staff, and tracking progress to ensure rooms are guest-ready.

Requirements for the successful Front of House Receptionist:

• The preferred candidate will have the demonstrated ability to work with guests, exceed their expectations, take ownership over essential duties and will also have Front Desk experience
• Candidates must have good team working abilities, and be able to elevate the team around them
• Strong organisation skills with the ability to manage multiple tasks at once
• The successful candidate will be a personable, confident polished individual and demonstrate impeccable organisational and communication skills with an excellent sense of initiative.
• Candidates will have gained experience working a 4+ star hotel, spa or corporate office

This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.

Are you an analytically driven payments professional with a talent for spotting patterns and managing risk in real-time?

We are recruiting for a Risk Monitoring Manager on behalf of a leading UK-based FinTech EMI specializing in card issuing and acquiring. This is a hands-on First Line of Defence (1LOD) leadership role focused on protecting the merchant portfolio through rigorous transaction surveillance, fraud detection, and operational discipline.

Reporting to the Head of Risk Monitoring, you will lead the day-to-day execution of monitoring activities. This role is perfect for a hands on candidate who can dive into complex data sets while supervising a team of analysts to ensure all alerts are handled with precision.

Key Responsibilities of the FLOD Risk Monitoring Manager to include:

• Transaction & Merchant Surveillance: Manage the daily triage of transaction alerts to identify unusual, suspicious, or out-of-profile activity.
• Rule & Pattern Analysis: Track merchant-level fraud ratios, refund spikes, and TPV volatility to identify deteriorating performance.
• Team Leadership: Support, coach, and develop monitoring analysts, setting priorities and managing high-volume workflows.
• Risk Escalation: Maintain clear case records and escalate merchant laundering indicators or control concerns to the Head of Risk and MLRO.
• MI & Reporting: Produce detailed daily and weekly reports on alert volumes, chargeback exposure, and portfolio anomalies.
• System Optimization: Proactively refine rule sets, SOPs, and monitoring workflows to improve detection effectiveness

Requirements for the successful FLOD Risk Monitoring Manager to include:

We are looking for a candidate who is deeply "data-literate" and understands the mechanics of the merchant acquiring ecosystem:

• Industry Expertise: 4+ years of experience in merchant monitoring, fraud operations, or payment risk within a FinTech, PSP, or Acquirer.
• Merchant Acquiring Knowledge: Strong understanding of chargeback drivers, merchant risk indicators, and post-underwrite surveillance.
• Scheme & Regulatory Familiarity: Practical knowledge of Visa and Mastercard monitoring programs and UK financial crime escalation requirements.
• Technical Mastery: High proficiency in Excel and experience using monitoring platforms, case management tools, and BI reporting environments.
• Leadership Grit: Proven ability to supervise analysts and maintain high quality-assurance standards in a fast-paced environment.

Why Join?

This role is a central pillar in the company’s risk function, offering a direct path toward senior operational leadership.

• Location: Modern office in Central London.
• Holidays: 30 days of annual leave plus bank holidays.
• Comprehensive Benefits: Private health insurance, employer-contributed pension, and support for professional certifications like ICA or ACAMS.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

3 month FTC - URGENT REQUIREMENT

A FANTASTIC opportunity has arisen for a proactive and client-focused individual to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment.

Key Responsibilities of the Junior Relationship Manager to include:

• Client Onboarding & KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance.
• Investment Suitability and Review Management: Proactively manage the scheduling and production of mandatory suitability reports and investor profile periodic reviews, ensuring all client files are accurately maintained in line with MiFID II and internal compliance standards.
• Residential Real Estate & Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfolios.
• Standard Banking Services: Manage essential client-related administration, including processing payments, foreign exchange (FX) trading, and e-banking queries.
• Non-Discretionary Investment Support: Confirm income and book trades for non-discretionary investment accounts.
• Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary.
• Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation.
• Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services.
• Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested.
• Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed.
• Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti-Money Laundering (AML), Clear Desk Policy, and Absence Management.

Requirements for the successful Junior Relationship Manager to include:

• Candidates MUST have a minimum of 2 years’ experience in a similar client service role within private banking.
• Candidates will ideally be IAD (Investment Advice Diploma) and CeMap qualified (not essential)
• Investment and credit experience is highly desirable.

• Strong KYC, onboarding, and periodic review experience is essential
• Robust understanding of residential real estate, discretionary investment, and standard banking (e.g., FX trading, payments, e-banking).

• Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS).

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Hybrid Working available (4 days in the office, 1 day WFH)

Reports to: CFO (SMF2)

Due to exciting business growth, our client, a leading international bank based in the heart of central London, is seeking a fully qualified Deputy Head of Financial Control. This is a pivotal leadership role for a "hands-on" controller who thrives on technical accuracy and process improvement. Our client is seeking someone who excels in the "engine room" of finance—someone who can own the balance sheet, shorten reporting cycles, and lead a team through significant system implementations.

Candidates from larger banking institutions are encouraged to apply, provided their experience is rooted in heavy-duty financial control rather than broad FP&A or pure strategy.

Candidates must have experience in Banking and must have UK experience

Duties of the Deputy Head of Financial Control to include:

Financial Control & Core Operations

• Balance Sheet Ownership: Full responsibility for balance sheet sign-off and high-level P&L review and presentation.
• Reporting Excellence: Oversee the full month-end close cycle, delivering accurate Management Information (MI) and group reporting to the Executive Committee and Head Office.
• Process Engineering: Drive initiatives to shorten reporting turnaround times and enhance the robust nature of the control environment.
• Audit & Compliance: Act as the primary lead for external and internal audits, ensuring all statutory requirements are met.
• Budgeting: Manage the annual budgeting process and financial planning cycles from a control perspective.
• Regulatory Support: Provide oversight for regulatory submissions (BoE, PRA); however, this is a supporting function rather than the primary focus of the role.

Transformation & System Initiatives (Change Agent)

• System Implementation: Lead the implementation of new financial systems and auto-reconciliation tools to modernize the finance function.
• Workflow Optimization: Assess and improve the integration between the Core Banking system and the Data Warehouse to streamline financial reporting.
• Control Enhancement: Redesign and implement workflows for the month-end process to eliminate manual intervention and increase data integrity.

People Management & Development

• Leadership: Manage and mentor a team of six finance professionals, fostering a high-performance, "roll-up-your-sleeves" culture.

Requirements for the successful Deputy Head of Financial Control include:

• Candidates must have Banking and UK experience.
• Candidates must be educated to University degree level. 
• Core Competency: A proven track record in Financial Control is essential. This includes balance sheet substantiation, P&L review, and group reporting.
• Change Management: Demonstrable experience in system implementation and improving/shortening the month-end reporting process.
• Qualifications: ACA or ACCA qualified with substantial post-qualification experience in a banking environment.
• Leadership: Experience managing small-to-medium finance teams (approx. 6 people).
• Technical Skills: Advanced Excel is mandatory; experience with Power BI or similar visualization tools for control reporting is highly desirable.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Hybrid working available

Due to exciting business growth, we are representing an award-winning Investor Brand team within a premier global strategic advisory firm. They are looking for a high-energy, technically savvy Live Events and Services Manager to join their team in London.

This team elevates equity stories, strengthens reputations, and shapes long-term value for the world’s leading organizations. As the Live Events and Services Manager, you will be the engine behind in-person, hybrid, and virtual events, managing the full production lifecycle—from the initial creative concept to the final broadcast archive.

Reporting to the Head of Live, you will lead a dedicated team (including a Senior Account Manager, Producer, and Engineer) to ensure that every event is seamless, innovative, and world-class.

Key Duties of the Live Events Manager to include:

Business Development & Growth

• Collaborate with leadership to implement a strategic growth plan for the Live offer across existing and new clients.
• Act as an internal advocate, raising the team's profile and identifying opportunities to integrate live services into broader advisory pitches.
• Draft winning proposals and Statements of Work (SOWs) for high-stakes client engagements.
• Drive the development of new multimedia products and digital broadcasting services.

Client & Project Management

• Act as the primary day-to-day contact for Live clients, taking full responsibility for project success and quality of service.
• Advise clients on the best technical and creative solutions, from experience design to streaming formats and network infrastructure.
• Own the commercial lifecycle: price projects accurately, monitor margins, and ensure all workflows meet rigorous firm standards.
• Lead the execution of events on-site and off-site, maintaining a calm, authoritative presence in high-pressure environments.

Team Leadership & Resourcing

• Lead complex project teams and manage annual resourcing schedules to identify talent gaps and peak periods.
• Mentor and guide junior team members, including Assistant Producers and Account Managers.
• Curate and manage an extensive database of external suppliers and specialized contractors.

Technological Innovation

• Stay at the forefront of AV production, broadcast streaming, and presentation technology.
• Advocate for new tools and platforms that keep the firm at the cutting edge of digital broadcasting and live experience design.

Requirements for the successful Live Events Manager to include:

• Proven experience delivering high-quality, complex corporate events (in-person, hybrid, and virtual).
• A solid grasp of AV production (lighting, video, sound) and a deep understanding of live streaming, codecs, and webcasting technologies.
• Exceptional written skills for drafting pitches and case studies, with the ability to translate technical requirements for non-technical stakeholders.
• Someone who is able to thrive in high-pressure, live environments. You are highly organized and remain composed under pressure and deadlines.
• A genuine interest in social media trends and the future of corporate communication.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency

Based in London

Due to exciting business growth, a fantastic opportunity has arisen to join a boutique property lending group based in London. Operating as a specialist joint venture within a wider prestigious banking group, this firm focuses on funding high-quality residential and mixed-use developments. They are seeking a Senior Loan Administrator to join their Operations team, reporting directly to the Operations Director. This is a pivotal position supporting the front-office team in the implementation, documentation, and control of bespoke property development loans. You will manage the entire loan lifecycle, ensuring precision and compliance at every stage.

Please note, development finance experience HIGHLY desirable

Key Responsibilities of the Senior Loan Administrator to include:

• Loan Lifecycle Management: Manage the implementation and control of approved loan facilities from start to finish.
• Drawdown Oversight: Review Quantity Surveyor (QS) reports, verify stage payment certificates, and prepare payments for approval.
• Third-Party Coordination: Instruct and manage relationships with solicitors and surveyors to ensure security, valuations, and monitoring requirements are met.
• System Administration: Post transactions via the Phoebus system and perform reconciliations between bank and loan accounts.
• Compliance & Risk: Conduct CDD and AML checks on directors and beneficial owners; monitor arrears and escalate issues to Lending Directors.
• Reporting: Produce monthly management information (MI) and verify complex financial statements.

Requirements for the successful Senior Loan Administrator:

• Candidates will preferably have development finance experience
• Previous experience in a UK Banking operations role with a specific focus on property development finance is essential.
• Technical Skills: Deep understanding of the processes and background required for taking security in relation to secured lending.
• Relationship Management: Proven ability to collaborate with external professionals, including Solicitors and Surveyors.
• Systems: Proficiency in loan management software (knowledge of Phoebus is highly advantageous).

Rewards for you:

• Our client offers a sophisticated working environment where expertise is valued and rewarded.
• Salary: Competitive base between £60,000 – £70,000.
• Bonus: Discretionary annual bonus opportunity
• Annual Leave: 28 days holiday plus bank holidays.
• Benefits: Private Medical Insurance, Medical Cash Plan, and flexible working options.
• Culture: A dynamic, inclusive team dedicated to transforming the future of property finance.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency

Duties of the Client Services Executive to include:

• Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.
• Adhere to all client lifecycle processes in line with the Operating Model (including end-to-end management of account opening, onboarding, transfers, client payments, and account amendments; supporting quarterly portfolio valuations) and escalate process improvement suggestions as needed.
• Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes.
• Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability.
• Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.

What we need from you as a Client Service Executive:

• Previous experience working within Investment Management is essential
• Client Facing experience within financial services is required.
• Personable and professional with strong time management skills and a keen eye for detail
• Strong IT skills including Microsoft Office packages.

What’s in it for you:

• Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
• Meaningful Client Impact: As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
• Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees!

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

12 month FTC (Maternity Cover)

Hybrid Working available (4 days in the office, 1 day WFH)

We are recruiting on behalf of a leading international bank seeking a high-calibre Financial/Regulatory Accountant to join their London-based Finance team. This is a pivotal 12-month maternity cover role, offering an experienced professional the opportunity to manage a diverse portfolio across management accounting, tax, and multi-jurisdictional regulatory reporting. Reporting directly to the Financial Control Manager, you will support all core reporting functions, ensuring the bank remains compliant with UK and international standards. You will play a key role in the month-end close process and contribute to high-priority system implementation projects. Candidates must be fully qualified and must have prior banking experience

Key Responsibilities of the Regulatory Accountant to include:

• Reporting: Prepare management accounts, Head Office reporting, and UK regulatory submissions (PRA and BOE).
• Financial Control: Lead monthly balance sheet substantiation, coordinate reconciliations, and provide detailed MI explaining key movements.
• Analysis: Perform analytical reviews of P&L and balance sheets, explaining trends against budgets and prior periods.
• Tax & Budgeting: Support the preparation of quarterly and annual tax computations (VAT, Corporation Tax, BBSI) and assist in the budgeting/forecasting process.
• Change Management: Contribute to efficiency initiatives, including a GL upgrade and the implementation of new regulatory reporting and P2P systems.

Requirements for the successful Regulatory Accountant to include:

To be successful in this role, prior banking experience is essential. You must demonstrate a strong financial control background and the ability to navigate complex regulatory environments.

Requirements:

• Qualifications: Candidates must be ACA, ACCA, or CIMA qualified.
• Expertise: Solid experience in financial and management reporting within the banking sector.
• Technical Skills: Advanced Excel and numeracy skills are mandatory. Knowledge of Power BI is highly advantageous.
• Regulatory Knowledge: Familiarity with UK regulatory reporting (PRA/BOE) and international head office requirements.
• Attributes: An organized, diligent, and professional approach with the ability to work independently or as part of a collaborative team

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Hybrid Working available (4 days in the office, 1 day WFH)

We are recruiting on behalf of a leading international bank looking for a meticulous and driven Financial Accountant to join their Finance department. This is a permanent role suited for a qualified professional with a strong background in financial control and a requirement for prior experience within the banking sector. Reporting to the Financial Control Manager, you will be a key contributor to the bank’s reporting functions, ensuring accuracy across management accounts, regulatory submissions, and tax computations. You will also play an active role in strategic projects designed to streamline the bank's financial systems. Candidates must be fully qualified and have prior banking experience.

Key Responsibilities of the Financial Accountant to include:

• Financial Reporting: Support the preparation of management accounting, Head Office reporting (including HKMA), and UK regulatory reporting for the PRA and BOE.
• Balance Sheet Management: Oversee monthly balance sheet substantiation, ensuring all key movements are explained via MI and that reconciliations are completed timely.
• Month-End Operations: Support the close process by preparing journal adjustments and coordinating GL account reconciliations.
• Analytical Review: Conduct detailed reviews of the P&L and balance sheet to explain trends against budget and previous periods.
• Tax & Forecasting: Assist with quarterly and annual tax computations (Corporation, VAT, and BBSI) and support the preparation of budgets and forecasts.
• System Initiatives: Provide support for system upgrades, including the General Ledger, regulatory reporting systems, and P2P expense platforms.

Requirements for the successful Financial Accountant:

• Qualifications: Fully qualified ACCA/CIMA/ACA accountant.
• Experience: Essential background in banking with specific experience in management and financial reporting, planning, and budgeting.
• Technical Skills: Advanced Excel and numeracy skills. Knowledge of Power BI is considered a distinct advantage.
• Regulatory Knowledge: Sound understanding of technical accounting and the reporting requirements for UK and international regulators.
• Communication: Ability to present coherent ideas and information to supervisors and stakeholders while maintaining positive professional relationships.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Hybrid working available

A FANTASTIC opportunity has arisen for a proactive and client-focused individual to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment.

Candidates MUST have a minimum of 2 years direct private banking experience

Key Responsibilities of the Assistant Relationship Manager to include:

• Client Onboarding & KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance.
• Investment Suitability and Review Management: Proactively manage the scheduling and production of mandatory suitability reports and investor profile periodic reviews, ensuring all client files are accurately maintained in line with MiFID II and internal compliance standards.
• Residential Real Estate & Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfolios.
• Standard Banking Services: Manage essential client-related administration, including processing payments, foreign exchange (FX) trading, and e-banking queries.
• Non-Discretionary Investment Support: Confirm income and book trades for non-discretionary investment accounts.
• Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary.
• Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation.
• Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services.
• Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested.
• Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed.
• Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti-Money Laundering (AML), Clear Desk Policy, and Absence Management.

Requirements for the successful Junior Relationship Manager to include:

• Candidates MUST have a minimum of 2 years’ experience in a similar client service role within private banking.
• Candidates will ideally be IAD (Investment Advice Diploma) and CeMap qualified (not essential)
• Investment and credit experience is highly desirable.
• Strong KYC, onboarding, and periodic review experience is essential
• Robust understanding of residential real estate, discretionary investment, and standard banking (e.g., FX trading, payments, e-banking).
• Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS).

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Hybrid working available

A prestigious private bank is seeking an experienced, credit-savvy professional to join their London team in a Senior Assistant Relationship Manager capacity. This role is designed for a high-performer ready to take a lead support role for a high-net-worth (HNW) book with a specific focus on complex credit structures and mortgage lending.

You will act as the primary technical and relationship anchor for a Client Relationship Officer, managing a sophisticated pipeline of UK and International clients within a dynamic, fast-paced environment.

Candidates MUST have Private Banking experience and strong credit and lending experience

Key Responsibilities of the Private Banking Assistant to include:

• Advanced Credit & Mortgage Facilitation: Take the lead on the end-to-end administration of residential real estate lending. This includes coordinating mortgage applications, liaising with credit risk teams, and ensuring all lending documentation is meticulously executed.
• Complex Onboarding & Enhanced Due Diligence: Own the full KYC/AML lifecycle for high-complexity clients. You will perform deep-dive analysis on Source of Wealth (SoW) and Source of Funds (SoF), ensuring seamless submission and approval for high-value prospects.
• Senior Investment Support: Manage the production of mandatory suitability reports and investor profile reviews. You will ensure all files remain compliant with MiFID II and internal standards, specifically regarding discretionary and non-discretionary portfolios.
• Strategic Client Engagement: Act as a senior point of contact for clients, resolving complex inquiries regarding FX trading, credit facilities, and payments independently before escalation.
• Stakeholder Leadership: Navigate internal relationships across Operations, Credit Risk, and Compliance to streamline the onboarding of debt-heavy structures and offshore entities.
• Regulatory Stewardship: Maintain absolute adherence to the Code of Conduct, AML protocols, and Cross-Border regulations, acting as a mentor to more junior team members on compliance best practices.

Requirements for the successful Private Banking Assistant to include:

• Candidates must have experience in a private banking client service or assistant RM role.
• Technical Expertise: Proven experience in credit and lending processes (specifically mortgages) is essential for this senior-level position.
• Qualifications: Candidates should ideally be CeMAP qualified (essential for mortgage focus) and IAD (Investment Advice Diploma) qualified.
• Regulatory Knowledge: Expert-level understanding of KYC, AML, FATCA, and CRS, with a track record of handling complex UK and international client structures.
• Product Knowledge: Robust experience with residential real estate, discretionary investments, and standard banking services (FX, payments, e-banking).

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Please note, this role is 5 days a week in the office

Are you an analytical professional looking to move into a high-impact, execution-focused role within financial markets? Due to exciting business growth, we are recruiting on behalf of a leading international bank looking for a Treasury Dealer to join their Finance department. This position is specifically designed to support the bank’s internal liquidity, funding, and balance sheet objectives, and offers a rare opportunity to develop practical dealing skills while managing the fundamental financial health of the branch.

Responsibilities for the successful Treasury Dealer to include:

• In this role, you will be at the front line of managing the bank’s short-term financial position.
• Transaction Execution: Assist in the active execution of treasury transactions across Money Markets, Foreign Exchange (FX), and Fixed Income products.
• Liquidity Management: Support the branch's short-term liquidity position by monitoring critical metrics, including Liquidity Coverage Ratio (LCR) and funding gaps.
• Funding Optimization: Assist in the management of the bank’s balance sheet to ensure funding objectives are met efficiently.
• Analytical Forecasting: Prepare daily liquidity forecasts and funding gap analyses to guide dealing decisions.
• Market Intelligence: Support the preparation of market commentary and reporting to inform internal stakeholders of market trends.
• Counterparty Onboarding: Assist with due diligence and onboarding processes for funding counterparties to maintain a robust funding network.

Requirements for the successful Treasury Dealer to include:

• We are seeking a candidate who combines high-level numerical proficiency with a disciplined approach to risk and execution.
• Candidates must have 3-5 years’ experience within banking
• Academic Foundation: A degree in Finance, Economics, or a related quantitative discipline.
• Market Awareness: A solid basic understanding of financial markets, specifically interest rates, FX, and liquidity concepts.
• Industry Experience: Prior experience within a banking or financial services environment is required.
• Technical Toolkit: Strong analytical skills with the proficiency (or a proactive willingness to learn) to use data tools like SQL, Power BI, or advanced Excel for reporting improvements.
• Active progress towards or a strong interest in professional certifications such as the CFA or ACI Diploma.
• Previous exposure to balance sheet management concepts or Treasury trading environments.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.