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- Tasks: Support Private Bankers in building client relationships and managing financial transactions.
- Company: Join Weatherbys, a historic finance group with a people-first approach.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Diverse workplace committed to inclusion and personal development.
- Why this job: Be part of a dynamic team making real impacts in private banking.
- Qualifications: Experience in financial services and strong attention to detail required.
The predicted salary is between 40000 - 50000 £ per year.
As a Private Banking Executive, you’ll support our Private Bankers to build and deepen long-term client relationships across lending, deposits and investments. Working closely with colleagues and clients, you’ll combine first-class service, strong administration and sound judgement to help deliver banking as it should be. It’s a hands-on role with real variety, at the heart of our Private Banking team, during an exciting period of growth and investment.
Why Weatherbys
Working for Weatherbys means being part of our centuries-long history whilst building a future filled with ambition. Over the last three decades, our finance Group has evolved to provide specialist services across Private Banking, Business Banking, Racing Banking and Arkle Finance - all as part of one Weatherbys family. Now, we’re looking to elevate the people-first service we provide even further, as we help our clients achieve their financial goals for life. To do so, we’ll be investing heavily in our systems, our technology, and above all, in our people. Join us, driving innovative ideas, building the strongest of human connections, and developing finance that puts people first.
What sets this role apart
- A broad Private Banking role, not a single-task admin position.
- Direct exposure to lending, investments and client relationships.
- The chance to attend and run client meetings where appropriate.
- Real responsibility, with trust to make sound decisions.
- Part of a close-knit team that values support and shared success.
What you'll be doing
- Supporting Private Bankers with day-to-day client relationships.
- Handling client instructions accurately and on time.
- Managing onboarding, KYC and ongoing due diligence.
- Preparing credit applications and investment paperwork.
- Overseeing lending, security and portfolio administration.
- Spotting opportunities and referring them to your Banker.
What we're looking for
- Experience in private banking or a similar financial services role.
- Confidence handling client administration and transactions.
- Knowledge of lending, credit and basic investment processes.
- Strong attention to detail and sound judgement.
- A practical, positive approach with a willingness to help others.
- Although you won’t need every qualification, CeMAP or IAD would be helpful.
Our commitment to inclusion
At Weatherbys Banking Group, we’re committed to building a diverse and inclusive workplace where everyone feels respected, supported, and empowered to thrive. We believe that different perspectives and lived experiences make us stronger, and we actively welcome applications from people of all backgrounds and communities.
As a proud Disability Confident Committed employer, we’re dedicated to creating an environment that’s accessible and inclusive for all. If you have a disability and meet the minimum criteria for the role, you’ll be guaranteed an interview. If you need any adjustments during the recruitment process, please let us know we are here to support you.
Private Banking Executive in London employer: Weatherbys Banking Group
Contact Detail:
Weatherbys Banking Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Executive in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those in private banking. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching Weatherbys and its values. Show us how your experience aligns with our people-first approach and be ready to discuss how you can contribute to building strong client relationships.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop us a thank-you email. It shows your enthusiasm and keeps you fresh in our minds as we make decisions.
✨Tip Number 4
Apply through our website for the best chance! We love seeing candidates who take the initiative to connect directly with us. Plus, it helps us keep track of your application more easily.
We think you need these skills to ace Private Banking Executive in London
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and share a bit about what drives you in the private banking world.
Tailor Your Application: Make sure to tailor your application to the Private Banking Executive role. Highlight your relevant experience and skills that match the job description. We love seeing how your background aligns with our values and goals!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Avoid jargon and make it easy for us to see why you’re a great fit!
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 the role. Plus, it gives you a chance to explore more about Weatherbys and our culture.
How to prepare for a job interview at Weatherbys Banking Group
✨Know Your Stuff
Make sure you brush up on your knowledge of private banking, lending, and investment processes. Familiarise yourself with the specific services offered by Weatherbys and be ready to discuss how your experience aligns with their needs.
✨Showcase Your People Skills
Since this role is all about building long-term client relationships, be prepared to share examples of how you've successfully managed client interactions in the past. Highlight your ability to communicate effectively and build rapport.
✨Be Detail-Oriented
Attention to detail is crucial in this role. During the interview, demonstrate your meticulous nature by discussing how you ensure accuracy in client instructions and paperwork. Maybe even mention a time when your attention to detail saved the day!
✨Ask Thoughtful Questions
Prepare some insightful questions about the team dynamics, growth opportunities, and how Weatherbys plans to enhance its client services. This shows your genuine interest in the role and helps you assess if it's the right fit for you.