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 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 excellent growth potential and professional development.
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 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) 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 dream role!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or network, have a clear and concise introduction ready. Highlight your skills and what makes you a great fit for the Associate Private Banker role. Confidence is key!
✨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. Plus, it gives you great talking points when networking!
✨Tip Number 4
Apply through our website! We’ve made it super easy for you to express your interest in the Associate Private Banker programme. Don’t miss out on this fast-track opportunity – get your application in early and stand out from the crowd!
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 to ensure your application gets to us directly. Plus, it shows you’re serious about joining our team at Weatherbys Private Bank.
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 initiative in previous roles or projects. Highlight any experiences where you identified opportunities and acted upon them, as this will resonate well with the interviewers.
✨Understand the Qualifications
You'll be expected to undertake qualifications like CeMAP, IAD, and PCIAM. Familiarise yourself with these qualifications and be prepared to discuss why they are important for the role. Showing that you understand the regulatory landscape will demonstrate your commitment to becoming a competent private banker.
