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

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.

Up to £40,000 plus excellent bonus and benefits

Are you a mortgages professional looking to take the next step within a specialist, broker-facing lending team? Due to continued growth, we are recruiting on behalf of an established London-based private bank looking for an Intermediary Lending Assistant to join their Intermediary Lending team. This is an excellent opportunity for someone with a strong mortgages background to support the end-to-end progression of cases submitted through brokers and intermediaries, working closely with underwriters, brokers, and internal stakeholders to deliver an outstanding standard of service.

Responsibilities for the successful Intermediary Lending Assistant to include:

• In this role, you will provide vital support to the Intermediary Lending team, helping to move mortgage cases smoothly from application through to offer and completion.
• Case Management: Support the administration and progression of mortgage applications submitted via brokers and intermediaries, ensuring cases move efficiently through each stage.
• Broker Liaison: Act as a key point of contact for brokers and intermediaries, handling queries and providing timely, professional updates on the status of their cases.
• Application Processing: Review and check incoming documentation, accurately input application data, and package cases ready for underwriting review.
• Stakeholder Coordination: Liaise between brokers, underwriters, and internal teams to resolve outstanding requirements and keep cases progressing within agreed timeframes.
• Service Standards: Help the team meet service-level agreements (SLAs) and turnaround targets within a fast-paced, deadline-driven environment.
• Record Keeping: Maintain accurate, up-to-date records on the bank’s lending systems and CRM in line with internal procedures.
• Compliance: Ensure all activity is carried out in line with regulatory requirements and the bank’s lending criteria and policies.

Requirements for the successful Intermediary Lending Assistant to include:

• We are seeking an organised and detail-focused candidate who combines strong mortgages knowledge with excellent communication skills.
• Mortgages Experience: Demonstrable experience within mortgages is essential, with a sound understanding of the mortgage application process from submission through to completion.
• Intermediary Lending: Prior experience within an intermediary, broker-facing, or specialist lending environment is highly desirable.
• Attention to Detail: Strong administrative and organisational skills, with the ability to manage a varied caseload accurately and to deadline.
• Communication: Confident, professional communication skills with the ability to build effective relationships with brokers and internal teams.
• Technical Toolkit: Proficiency in MS Office (particularly Excel and Outlook) and confidence using lending or CRM systems.
• Qualifications: CeMAP qualification, or active progress towards it, would be advantageous though is not essential.

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

3 positions available

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

Due to exciting business growth, a fantastic opportunity has arisen to join a leading innovator in the digital payments space. As they continue to scale their global footprint, they are seeking to hire THREE diligent and proactive Financial Crime Analysts to strengthen the day-to-day delivery of their financial crime and risk framework.

This is an excellent opportunity for someone early in their career who is a genuine go-getter -hungry to learn, take ownership, and progress quickly within a fast-paced Fintech environment. Reporting into the Head of Financial Crime, you will play a hands-on role in protecting the business against evolving threats across its acquiring and issuing activity. Please note, merchant acquiring experience is essential

Duties of the Financial Crime Analyst to include:

• Transaction Monitoring: Conduct end-to-end transaction monitoring across the firm’s acquiring (and where relevant, issuing) activity, investigating alerts and identifying suspicious patterns in merchant and cardholder behaviour.
• AML, CTF & Sanctions: Carry out AML, CTF and sanctions screening reviews, escalating potential matches and supporting the preparation and filing of Suspicious Activity Reports (SARs).
• Due Diligence: Perform KYC/KYB and Enhanced Due Diligence (EDD) checks at onboarding and on an ongoing basis, with a particular focus on acquiring portfolios.
• Fraud & Chargebacks: Investigate fraud and chargeback trends within the acquiring book, working closely with first-line teams to mitigate exposure and reduce risk.
• Case Management: Maintain thorough, well-documented investigation records, evidence, and audit trails to support internal and regulatory scrutiny.
• Reporting & MI: Support the production of Management Information (MI) for the Financial Crime team and governance committees, highlighting trends and emerging risks.
• Continuous Improvement: Contribute ideas to refine monitoring rules, typologies, and procedures as the business and threat landscape evolve.
• Collaboration: Work alongside the wider Financial Crime, Compliance, and Operations teams to ensure a joined-up, risk-based approach.

Requirements for the successful Financial Crime Analyst to include:

• Experience: 1–3 years’ experience in a financial crime, AML, or transaction monitoring role within a regulated environment (e.g., Payments, Fintech, E-money, or Banking).
• Payments Knowledge: Some experience within Acquiring is essential; exposure to Issuing would be highly beneficial.
• Subject Matter Knowledge: A solid understanding of AML, CTF, sanctions, and fraud typologies, along with an awareness of SAR filing obligations.
• Attitude: A genuine “go-getter” — proactive, ambitious, and eager to take on responsibility and grow quickly. Candidates early in their career who are hungry to develop are strongly encouraged to apply.
• Analytical Skills: Strong attention to detail and a methodical, investigative mindset, with the ability to spot anomalies and join the dots.

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

Are you a qualified solicitor looking to broaden your remit beyond pure legal advisory work within a close-knit, high-profile team? Due to exciting growth, we are recruiting on behalf of an established Edinburgh-based bank looking for a Legal Counsel to join their Legal & Corporate Affairs team. This is an excellent opportunity for a commercially minded lawyer to take on a genuinely varied brief – combining hands-on legal work with company secretarial and wider governance responsibilities, deputising for the Chief Legal & Corporate Affairs Officer, and influencing stakeholders at all levels across the Bank.

Responsibilities for the successful Legal Counsel to include:

• In this role, you will provide high-quality, commercially focused legal and governance advice across a broad range of matters, helping the Bank meet its legal and governance obligations while supporting the delivery of its strategic objectives within the agreed risk appetite.
• Legal & Governance Advice: Provide pragmatic and commercial legal and governance advice within a UK private banking context, acting as a key day-to-day legal contact for the business.
• Drafting & Negotiation: Draft, review and negotiate a wide range of documentation, including client and product documentation and commercial/supplier contracts.
• Strategic & Project Support: Support the delivery of strategic initiatives, change projects and new product development, balancing legal and regulatory risk with commercial objectives.
• Risk & Compliance: Identify, assess and manage legal and regulatory risks, contributing to the development of frameworks, policies and processes.
• Company Secretarial: Act as Secretary for Management and Board-level Committees, including preparing and collating papers, minuting meetings, and advising stakeholders on governance pathways and decision-making.
• Shareholder Matters: Act as a key point of contact for shareholder matters, including responding to queries.
• Horizon Scanning: Undertake legal and governance horizon scanning, providing insight and reporting on relevant developments.
• External Counsel: Manage external legal counsel, ensuring effective outcomes and robust cost control.
• Trusted Adviser & Continuous Improvement: Build strong relationships across the business, translate complex issues into clear, actionable guidance, and contribute to the development of the legal function, including improving templates and processes and supporting the adoption of technology, such as AI, to enhance the team's delivery, efficiency and insight.
• Deputising: Support and deputise for the Chief Legal & Corporate Affairs Officer as required.

Requirements for the successful Legal Counsel to include:

• We are seeking a technically strong, commercially astute lawyer who can operate autonomously within a small team while building trusted relationships at every level.
• Qualification & Experience: Qualified solicitor (Scotland or England & Wales) with significant post-qualification experience (typically 6+ years), gained in private practice and/or in-house.
• Technical Expertise: Strong technical grounding in commercial contracts and both personal and corporate law, with a sound understanding of the legal and regulatory framework applicable to private banking.
• Governance: Experience of, or a genuine willingness to learn and devote a material portion of the role to, company secretarial and corporate governance, including supporting the Board and committees.
• Communication & Gravitas: The communication skills and gravitas to interact with and influence at Board and executive level, presenting complex legal issues clearly and persuasively.
• Drafting & Analysis: Excellent drafting and negotiation skills, with strong analytical and problem-solving capability and the ability to proactively assess and mitigate legal risk.

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

6 month Temporary Assignment with view to extend

Fantastic opportunity for an enthusiastic graduate / school leaver to gain EXPERIENCE within FINANCIAL SERVICES

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

We are recruiting on behalf of a leading international bank seeking a proactive and organised Operations Assistant to join their team. This role is a fantastic opportunity for a quick-learning professional to gain broad experience across the entire spectrum of day-to-day corporate operations and administrative facilities management within a major banking environment. Reporting to the Assistant Operations Manager and Head of Department, the successful candidate will handle essential postal services, stock management, office facilities support, and health & safety tasks. You will be instrumental in maintaining the smooth daily running of the branch and providing relief cover for department colleagues.

Key Responsibilities of the Operations Assistant to include:

• Postal Management: Receive, open, and log incoming courier items; prepare, frank, and organize outgoing/bulk postings and special deliveries.
• Internal Distribution: Handle internal inter-section paper distribution, fax distribution, and daily/monthly statement enveloping and posting.
• Office Maintenance: Maintain the daily operation of office equipment (e.g., replacing printer parts/toners), empty dishwashers, and carry out small maintenance tasks as required.
• Supplies & Environment: Order and distribute stationery, check supplier invoices, manage document storage boxes, and maintain office/kitchen supplies (cleaning products, drinks, milk). Ensure meeting rooms are prepared and presentable.
• Facilities Liaison: Coordinate with maintenance contractors regarding branch premises and report issues to management.
• ESG & Data: Contribute to the Bank’s Environmental, Social, and Governance (ESG) aims, including the regular tracking and submission of statistics to Head Office.
• Risk & Compliance: Maintain strict adherence to the Bank’s risk management policies, internal procedures, compliance standards, and ethical code of conduct.
• Team Support: Assist the operations team with general project work, ad-hoc administration, procedure manual enhancements, and rigorous record-keeping.

Requirements for the successful Operations Assistant to include:

• Fantastic opportunity for school leaver or graduate
• Basic computer literacy across Microsoft Word, Excel, Outlook, Teams, and standard internet browsers. Competency with smartphone communication applications.
• Must be a quick learner, highly proactive, self-disciplined, and exceptionally punctual.
• Proven ability to work systematically, organize time effectively, and maintain work accuracy and neatness under pressure with minimal direct supervision.
• Strong interpersonal skills to confidently communicate with supervisors, external contractors, and other bank departments.

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 Fixed Term Contract – Maternity Cover

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

We are recruiting on behalf of a leading international bank seeking an experienced Compliance Advisory Manager to provide maternity cover within their UK Compliance function. Reporting directly to the Head of Compliance Oversight (SMF16), you will help ensure the bank operates in full adherence to all relevant laws, regulations and internal policies, providing expert advice and guidance to business units on compliance, conduct and regulatory change. You will play a key role in supporting the delivery of the annual Compliance plan, overseeing regulatory reporting to the FCA and PRA, and fostering a strong, ethical compliance culture across the organisation.

Candidates MUST have direct banking experience

Key Responsibilities of the Compliance Advisory Manager to include:

• Advisory Support: Act as a focal point for the business, providing conduct and compliance advice across new and existing regulatory projects and day-to-day queries.
• Regulatory Change: Conduct horizon scanning to identify regulatory changes impacting the Bank, carry out gap analysis, and provide specialist advice to business units, senior management, committees and working groups.
• Regulatory Reporting: Oversee the end-to-end regulatory reporting process to the FCA and PRA, maintaining robust governance and validation controls to minimise risk.
• Policies & Procedures: Draft, review and support the implementation of compliance-related policies and procedures, ensuring all scheduled reviews are completed within deadline.
• Financial Promotions: Review financial promotions and marketing materials to ensure ongoing compliance with regulatory requirements.
• Monitoring & Reporting: Facilitate and perform monitoring, testing, analysis and investigation to identify, report and remediate compliance and data protection risks, and manage departmental Management Information.
• Stakeholder Engagement: Build strong relationships with the business and key stakeholders, liaise with Head Office Compliance, and assist in responding to queries raised by UK regulators and Senior Management.
• Training & Communications: Develop and deliver staff training across a range of compliance topics and help produce the monthly Compliance Newsletter, keeping staff and Senior Management updated on regulatory change.
• Cross-Border Support: Support cross-border business activities, including compliance requirements relating to data and Artificial Intelligence (AI), and assist with oversight of compliance standards in the UK and internationally.
• Risk & Compliance: Comply with all applicable regulations, rules, codes and standards, and adhere to established risk control guidelines to identify, assess, report, mitigate and monitor risk.

Requirements for the successful Compliance Advisory Manager to include:

• Candidates must have direct banking experience
• At least 5 years’ experience within a Compliance function in financial services, with UK retail and corporate banking experience.
• Enhanced understanding and working knowledge of the UK regulatory environment (FCA, PRA, etc.), with the ability to interpret regulations and analyse their relevance to the Bank.
• Proven experience of drafting, reviewing and assisting the business in implementing policies and procedures.
• Strong understanding of regulatory requirements relating to complaints handling (FOS) and governance, risk & compliance.
• Ability to collate information and draft reports for senior management, maintain logs / Management Information, and interpret data for regulatory and internal reporting.
• An industry-recognised professional compliance qualification.
• Desirable: compliance experience within an international retail and corporate bank branch in the UK (i.e. banks headquartered overseas operating via UK branches), compliance monitoring experience, exposure to a Group / Global Head Office environment, good presentation skills and AI knowledge.

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

London based – hybrid working (3 days office / 2 days home)

3-Month Fixed-Term Contract (Paternity Cover) – Immediate Start

A fantastic opportunity has arisen to join a highly regarded private banking and asset management firm, as they seek an accomplished senior marketer to provide three months’ paternity-leave cover within its Investment & Client Solutions Marketing team. Operating at Associate Director level, this is a hands-on, fast-moving brief for someone who can step in quickly and keep a portfolio of high-profile initiatives moving without losing momentum.

Reporting to the Head of Investment & Client Solutions Marketing, you will act as a senior marketing partner to investment, product and client-facing teams - keeping projects on track, stakeholders aligned, and every output on-brand and fully compliant. The role centres on four flagship workstreams, including a major annual Investment Summit and an extensive, ongoing rebranding drive.

Candidates will ideally bring marketing or communications experience gained within banking, wealth management or asset management.

Key Responsibilities of the Marketing Manager to include:

Annual Investment Summit

• Take ownership of the day-to-day marketing workstream for the firm’s flagship annual investment summit, from early planning through to post-event follow-up.
• Coordinate senior internal stakeholders — investment solutions, relationship managers and senior leadership — alongside external agencies.
• Oversee the development of event communications and collateral, including invitations, agendas, speaker biographies, presentations and follow-up materials.
• Ensure all content is on-brand, compliant and consistent with the firm’s investment views and client communication standards.
• Track key metrics such as registrations, attendance, engagement and feedback, providing concise reporting and recommendations.

Next-Generation Client Network

• Support the strategic positioning and visibility of the firm’s next-generation client and future leaders network.
• Plan and coordinate communications and engagement activity, including events, webinars, thought leadership and internal communications.
• Ensure messaging resonates with a next-generation client audience while remaining aligned to the brand and strategic priorities.
• Monitor participation, engagement and feedback, and help refine the communications approach.

Rebranding Programme

• Drive the rollout of a significant rebranding across key marketing and client touchpoints.
• Prioritise and coordinate updates to fund and strategy materials, presentations, brochures and digital assets.
• Act as a brand guardian, ensuring the visual identity and tone of voice are applied consistently throughout.
• Work closely with design, brand and compliance colleagues to manage approvals and resolve issues as they arise.

Fund Content Review & Simplification

• Lead the review, simplification and standardisation of fund content, including product sheets, strategy overviews, presentations and web copy.
• Translate technical investment language into clear, client-friendly messaging suitable for private banking clients and prospects.
• Partner with investment specialists, product management and compliance to keep content accurate, balanced and approved.
• Introduce or refine content structures and templates to improve clarity, consistency and efficiency.

General Marketing & Stakeholder Management

• Provide senior marketing project management across these initiatives and other ad-hoc priorities.
• Manage timelines, approvals and stakeholder expectations, escalating issues where required.
• Support budget oversight on assigned projects, including cost estimates, purchase orders, invoice follow-up and simple tracking.

Requirements for the successful Marketing Manager to include:

• Typically 7–10 years’ marketing or communications experience, ideally gained within private banking, wealth management or asset management.
• A proven track record in project-based marketing, spanning investment or client events (conferences, summits, webinars), brand or rebranding initiatives, and investment product or fund marketing materials.
• A strong background in investment content (funds, strategies and markets) and a flair for simplifying it for non-specialist audiences.
• A record of managing complex, multi-stakeholder projects with clear outcomes, timelines and governance.
• Prior experience within a global or matrix organisation is an advantage.
• Educated to degree level (2:1 or above) in a relevant subject.

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

This role is mainly remote working

Candidates will ideally have c4+ years private banking experience with client-facing exposure to HNW individuals

Due to exciting business growth, a fantastic opportunity has arisen to join a prestigious private bank, renowned for delivering a highly personal, relationship-led service to high-net-worth individuals. As the business continues to grow, they are seeking a Private Banking Assistant to join an established team, supporting a team of Private Bankers in the management of their client portfolios.

This is a varied, client-facing role at the very heart of the banking team. You will take ownership of the day-to-day running of client accounts, working hand-in-hand with the Private Bankers to deliver the seamless service their clients expect. With a high level of client contact by phone, email and in person, this is an ideal position for someone who thrives on building relationships and is keen to develop their career within private banking. Please note, this is a busy role, so we are seeking experienced candidates, who are proactive and able to hit the ground running!

Key Responsibilities of the Private Banking Assistant to include:

• Client Relationship Support: build and maintain strong relationships with clients through regular contact by phone, email and in person, delivering exceptional levels of service.
• Daily Account Management: manage daily excess, prepare and review reports, and oversee the day-to-day administration of client accounts.
• Payments & Transfers: process payments, transfers of funds and foreign exchange requirements accurately and within deadlines.
• Onboarding & Compliance: support the onboarding of new clients, completing KYC, CDD and AML checks across a variety of client types and maintaining accurate records in line with the bank’s procedures and data protection requirements.
• Lending Support: assist with the preparation of internal credit applications and the ongoing monitoring of existing borrowings in accordance with the bank’s credit policies and procedures.
• Cross-Team Collaboration: work closely with the Private Bankers and colleagues across Credit Risk, Client Operations, Financial Crime and other departments to meet the bank’s objectives.
• Wider Contribution: support ad-hoc business projects as required, including new product launches, and complete all mandatory training in a timely manner.

Requirements for the successful Private Banking Assistant:

• Candidates will ideally have private banking experience, with a track record of client-facing work alongside high-net-worth individuals.
• Preferably educated to UK degree level or equivalent, with a desire to develop a career within a progressive private bank.
• Strong relationship-building skills and a genuine commitment to excellent client service and teamwork.
• A sound understanding of how a bank operates and its commercial environment, including awareness of KYC, AML and the wider regulatory landscape.
• Excellent interpersonal and communication skills, both written and verbal, with effective questioning and listening skills.
• Qualifications such as CeMap advantageous (though not essential)

Rewards for you:

• A sophisticated, relationship-led environment where expertise and exceptional client service are genuinely valued.
• Bonus: discretionary annual bonus opportunity.
• Benefits: competitive package including private medical cover and flexible working options.
• Culture: a collaborative, inclusive team dedicated to delivering a first-class private banking experience.
• Development: genuine scope to learn, grow and progress your career within a respected private bank.

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

Hybrid working available!

Are you an experienced Client Service Executive ready to step up into a senior, team-leading role within a well-established, highly regarded Investment Management firm? Do you thrive on mentoring others, driving best practice, and being the trusted escalation point that keeps client service running seamlessly?

A fantastic opportunity has arisen to join a leading Investment Management firm as a Senior Client Service Executive. Working within an established Investment Management team, you’ll continue to deliver all the core responsibilities of a Client Service Executive while taking on additional senior duties that support your team and the Client Service Managers. Operating within a model that is managed centrally and embedded locally, you’ll be the go-to escalation point, a champion of best practice, and a driving force behind consistent, first-class client outcomes.

Duties of the Senior Client Service Executive to include:

• Leadership & Escalation: Act as the escalation point for the team, taking the lead in problem-solving through discussion with key stakeholders across the business and supporting the Client Service Managers.
• Driving Best Practice: Consistently deliver all KPIs and Right First Time, leading the way for the wider team and sharing best practice to ensure consistent, high-quality client outcomes.
• Coaching & Development: Coach, support and develop new and existing Client Service Support staff, championing the development programme, contributing to probation and appraisal processes, and coordinating any further training requirements.
• Subject Matter Expertise: Maintain in-depth knowledge of systems and processes, champion process and system changes, and assist with the testing and implementation of system improvements using your SME experience and knowledge of client requirements.
• Client Lifecycle Oversight: Oversee and manage end-to-end client lifecycle processes for the team, managing capacity and absence cover where required to ensure a seamless service.
• Collaborative Engagement: Host regular meetings for the team, act as a first point of contact for Client Service Support staff, and work collaboratively with Operational teams and the Front Office to investigate queries, resolve issues and continually improve service.

What we need from you as a Senior Client Service Executive:

• Experience working as a Client Service Executive, ideally within Investment or Wealth Management, is essential
• Proven experience managing end-to-end client lifecycle processes, with a full understanding of the client life cycle.
• Strong leadership, communication and stakeholder management skills, with the confidence to act as an escalation point for the team
• A natural problem-solver with sound critical thinking and excellent time and priority management.
• Knowledge of the regulatory environment within wealth and investment management, with a good understanding of the products and services offered.

What’s in it for you:

• Career Growth & Development: Step into a senior, team-leading position with genuine progression. Benefit from study support, funded courses and qualifications, and a structured development programme that helps both you and your team reach full potential.
• An Outstanding Benefits Package: Enjoy a market-leading package including a non-contributory pension of up to 10%, private medical insurance, life assurance of 8x salary, income protection, a company share scheme, discretionary bonus and flexible holidays.
• Hybrid Working & Inclusive Culture: Balance work and home life with a hybrid working scheme, while joining an inclusive, people-first culture with social and inclusion networks, volunteering days and a genuine sense of community where you are proud to work and feel you belong.

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 Fixed Term Contract

Hybrid working (4 days in the office and 1 day WFH)

We are recruiting on behalf of a leading international bank seeking a versatile Business Analyst to join their London Branch on a 12-month fixed term contract. Reporting to the Head of E-Channel Section, this is a dual role combining strategic project delivery with day-to-day operational support. You will evaluate and improve business processes and workflows while ensuring smooth daily support for internal teams and external customers, acting as a key link between the business and the IT function on department projects.

Fluent Cantonese and Mandarin are essential for this role

Key Responsibilities of the Business Analyst to include:

• Business Requirements: Gather, analyse and document business requirements, reviewing and improving workflows to enhance efficiency and the customer experience.
• IT & Systems Liaison: Communicate with the IT team on projects on behalf of the department, acting as the key point of contact between the business and technical teams.
• Project Delivery: Assist in project coordination and implementation, collaborating with teams across the bank to deliver and embed process improvements.
• Testing & UAT: Create test cases and carry out testing from the user perspective, performing user acceptance testing (UAT) for system and process changes.
• Documentation & Training: Prepare user guides, process documentation and training materials to support new systems, processes and ways of working.
• Operational Support: Handle hotline calls and respond to internal and external enquiries, providing daily operational and administrative support, and remaining flexible to deal with customers over the phone when a member of the team is on leave.
• Compliance & Risk: Ensure adherence to internal policies and procedures, comply with all applicable regulations, rules, codes and standards, and follow established risk control guidelines to identify, assess, report, mitigate and monitor risk.

Requirements for the successful Business Analyst to include:

• Fluent Cantonese and Mandarin are essential
• Good communication skills and strong Excel skills – Power BI experience is an advantage.
• Ability to create test cases and carry out testing from the user perspective.
• Able to communicate effectively with IT teams on projects on behalf of the department.
• Flexibility to support customers over the phone to provide cover when team members are on leave.
• Experience in retail banking and/or business analysis (customer service, online banking and/or card industry experience is a plus).
• Familiarity with digital banking tools (e.g. mobile apps, digital wallets) and a strong understanding of core banking processes (e.g. payments, compliance).
• Analytical mindset with problem-solving skills, and hands-on experience translating complex business requirements into Epics, User Stories and clear acceptance criteria – familiarity with JIRA is preferred.
• Comfortable working with data analysis; knowledge of basic SQL or Power BI is an advantage.
• Excellent communication skills, both verbal and written, for engaging with customers and collaborating with stakeholders.

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