Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help build client relationships and support Private Bankers in their daily tasks.
- Company: Join a prestigious Private Bank with a focus on professional growth.
- Benefits: Gain qualifications while earning, plus valuable experience in finance.
- Other info: Exciting opportunity to learn and grow in a dynamic banking environment.
- Why this job: Fast-track your career to become a Private Banker in just 2 years!
- Qualifications: Strong communication skills and a passion for finance are essential.
The predicted salary is between 36000 - 60000 £ per year.
Our Associate Private Banker programme 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.
Associate Private Banker (2-year Fixed Term Programme) employer: Weatherbys Banking Group
Contact Detail:
Weatherbys Banking Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Private Banker (2-year Fixed Term Programme)
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the banking sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You’ll want to be able to confidently explain why you’re the perfect fit for the Associate Private Banker role. We suggest rehearsing with friends or family, focusing on your skills and how they align with the job description. A little practice goes a long way!
✨Tip Number 3
Stay updated on industry trends! Read up on the latest news in private banking and finance. This will not only help you in interviews but also show your genuine interest in the field. We recommend setting aside some time each week to catch up on relevant articles and reports.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, don’t wait around – get your application in and let’s get you on the fast track to becoming a Private Banker!
We think you need these skills to ace Associate Private Banker (2-year Fixed Term Programme)
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 interpersonal skills and a knack for building relationships, so 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 bring to the table. Avoid fluff and focus on your key achievements.
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. We can’t wait to hear from you!
How to prepare for a job interview at Weatherbys Banking Group
✨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 key metrics or trends in the banking sector during your interview. This will show that you can think critically about numbers and their implications.
✨Build Rapport
Strong interpersonal skills are crucial for this role. Practice your communication skills by engaging in mock interviews with friends or family. Focus on establishing a connection and demonstrating your ability to foster meaningful relationships, as this is key to succeeding in private banking.
✨Show Your Initiative
The role involves developing new client relationships and business initiatives. Be ready to share examples of how you've taken the lead in previous roles or projects. Highlight any experiences where you've identified opportunities and acted on them, showcasing your proactive approach.
✨Understand the Qualifications
You'll be expected to undertake regulatory qualifications like CeMAP, IAD, and PCIAM. Familiarise yourself with these qualifications and be prepared to discuss why they are important for the role. Showing your commitment to professional development will impress the interviewers.