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- Tasks: Help build client relationships and support Private Bankers in their daily tasks.
- Company: Join Weatherbys Private Bank, a leader in private banking.
- Benefits: Gain qualifications while earning a competitive salary and developing your career.
- Why this job: Fast-track your career to become a Private Banker in just 2 years!
- Qualifications: Strong communication skills and a passion for building relationships.
- Other info: Exciting opportunity with professional growth and development in finance.
The predicted salary is between 36000 - 60000 £ per year.
Our Associate Private Banker programme is an exclusive fast-track programme 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.
Associate Private Banker (2-year Fixed Term Programme) in City of London employer: Weatherbys Bank Ltd
Contact Detail:
Weatherbys Bank Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Private Banker (2-year Fixed Term Programme) in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the banking industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to professionals for informational chats. You never know who might help you land that Associate Private Banker role!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly articulate why you’re the perfect fit for the Associate Private Banker programme. Highlight your communication skills and ability to build relationships – these are key in this role!
✨Tip Number 3
Stay updated on industry trends! Read up on the latest news in private banking and finance. This knowledge will not only impress during interviews but also help you engage in meaningful conversations with clients and colleagues.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to see your enthusiasm for the Associate Private Banker programme right from the start!
We think you need these skills to ace Associate Private Banker (2-year Fixed Term Programme) in City of London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the Associate Private Banker role shine through. We want to see why you're excited about this fast-track programme and how it aligns with your career goals.
Tailor Your CV: Make sure your CV is tailored to highlight relevant skills and experiences that match the job description. We’re looking for strong communication and interpersonal skills, so don’t forget to showcase those!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of what you want to convey. Avoid fluff and focus on what makes you a great fit for the role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy to do!
How to prepare for a job interview at Weatherbys Bank Ltd
✨Know Your Numbers
As an Associate Private Banker, you'll need to analyse numerical information effectively. Brush up on your financial knowledge and be prepared to discuss how you would approach client portfolios and investment submissions. Show them you can think critically about numbers!
✨Build Rapport
Strong interpersonal skills are key in this role. Practice your communication skills by engaging in mock interviews or networking events. Be ready to share examples of how you've built relationships in the past, whether with clients or colleagues.
✨Understand the Qualifications
Familiarise yourself with the CeMAP, IAD, and PCIAM qualifications. Be prepared to discuss why you're willing to undertake these certifications and how they will help you excel in the role. This shows your commitment to professional development.
✨Demonstrate Initiative
The role involves contributing to new business initiatives. Think of examples where you've taken the lead on projects or identified opportunities for growth. Share these stories during your interview to highlight your proactive mindset and ability to embrace challenges.