At a Glance
- Tasks: Assist Private Bankers and develop new client relationships while studying for professional qualifications.
- Company: Weatherbys Private Bank is a prestigious institution offering tailored banking services.
- Benefits: Gain valuable qualifications, work in a dynamic environment, and enjoy career progression opportunities.
- Why this job: Fast-track your career in finance with hands-on experience and mentorship from industry experts.
- Qualifications: Strong communication skills and a willingness to learn; no prior experience required.
- Other info: This is a two-year fixed-term programme with potential for permanent placement.
The predicted salary is between 43200 - 72000 £ per year.
Join to apply for the Associate Private Banker (2-year Fixed Term Programme) role at Weatherbys Private Bank
Join to apply for the Associate Private Banker (2-year Fixed Term Programme) role at Weatherbys Private Bank
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Weatherbys Private Bank provided pay range
This range is provided by Weatherbys Private Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Weatherbys Private Bank
This is a brilliant opportunity to join Weatherbys Private bank as an Associate Private Banker which is an exclusive fast-track program which works towards qualifying as a Private Banker within 2 years. As well as studying for your IAD, CeMAP and PCIAM qualifications, day to day you will be helping our Private Bankers with their client-facing and new business responsibilities, as well as their contribution to new business across the various business lines provided by Weatherbys Private Bank.
What you will do as an Associate Private Banker:
- Develop and generate new Private Banking client relationships and associated new business for the Private Bank.
- Develop relationships with professional intermediaries.
- Attend customer meetings, and take meeting notes, as and when required.
- Prepare credit applications and investment submissions.
- Contribute with new business across the various product and service lines offered by the Private Bank.
- Formulate, lead and execute Business Development initiatives.
- Undertake regulatory qualifications (CeMAP, IAD and PCIAM)
- Provide advice and relevant information to internal and external customers (once signed off as competent)
- Assist Private Bankers in managing their portfolios of clients and achieving their new business targets.
- Liaise with clients and intermediaries, communicating the proposition and product offering.
- Ensure client instructions are executed in a timely and accurate manner.
- Acquire and demonstrate the technical capabilities required to be an effective private banker from a regulatory and risk management perspective
What we are looking for from you:
- Proven ability to effectively communicate ideas and analyse numerical information.
- Strong interpersonal skills to establish outstanding rapport and foster meaningful relationships with stakeholders and clients.
- Embrace, explore, and leverage opportunities.
- Willing to undertake CeMAP, IAD and PCIAM within 12-18 months of appointment to role.
Start Date: Negotiable
Next steps
If shortlisted, you will be invited to complete verbal, numerical reasoning, and psychometric assessments. Upon successfully passing these tests, you will have a telephone interview with our recruitment team.
Candidates who advance beyond this stage will be invited to attend a two-day assessment centre in London on Tuesday 2nd and Wednesday 3rd September 2025.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance
-
Industries
Banking
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Associate Private Banker (2-year Fixed Term Programme) employer: Weatherbys Private Bank
Contact Detail:
Weatherbys Private Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Private Banker (2-year Fixed Term Programme)
✨Tip Number 1
Familiarise yourself with the key qualifications required for the role, such as CeMAP, IAD, and PCIAM. Understanding these qualifications will not only help you in your studies but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Network with professionals in the banking sector, especially those who work at Weatherbys Private Bank or similar institutions. Attend industry events or join relevant online forums to build connections that could provide insights and potentially refer you for the position.
✨Tip Number 3
Prepare for the verbal, numerical reasoning, and psychometric assessments by practising sample tests available online. This will boost your confidence and improve your chances of passing these initial screening stages.
✨Tip Number 4
Demonstrate your interpersonal skills by engaging in mock interviews with friends or mentors. Focus on articulating your ideas clearly and building rapport, as these are crucial skills for a Private Banker.
We think you need these skills to ace Associate Private Banker (2-year Fixed Term Programme)
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Associate Private Banker position. Understand the key responsibilities and qualifications required, as this will help you tailor your application.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the role. Emphasise your ability to communicate effectively, analyse numerical information, and build relationships, as these are crucial for a Private Banker.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to join Weatherbys Private Bank and how your background makes you a suitable candidate for the Associate Private Banker programme.
Prepare for Assessments: If shortlisted, you'll need to complete verbal, numerical reasoning, and psychometric assessments. Brush up on these skills beforehand to ensure you're well-prepared and can perform at your best during the selection process.
How to prepare for a job interview at Weatherbys Private Bank
✨Understand the Role
Make sure you have a clear understanding of what an Associate Private Banker does. Familiarise yourself with the responsibilities listed in the job description, such as developing client relationships and preparing credit applications. This will help you answer questions confidently.
✨Showcase Your Interpersonal Skills
Since strong interpersonal skills are crucial for this role, be prepared to discuss examples of how you've built relationships in the past. Think of specific instances where you successfully communicated with clients or colleagues, as this will demonstrate your ability to foster meaningful connections.
✨Prepare for Assessments
If shortlisted, you'll need to complete verbal, numerical reasoning, and psychometric assessments. Brush up on your numerical skills and practice common assessment questions to ensure you're ready to impress during this stage of the interview process.
✨Express Your Willingness to Learn
The role requires undertaking qualifications like CeMAP, IAD, and PCIAM. Be sure to express your enthusiasm for professional development and your commitment to completing these qualifications within the specified timeframe. This shows your dedication to growing in the role.