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For Companies At a Glance
- Tasks: Support Private Bankers in building client relationships and managing financial transactions.
- Company: Join Weatherbys, a historic company with a people-first approach to banking.
- Benefits: Gain real responsibility, work in a supportive team, and enjoy career growth opportunities.
- Other info: We value diversity and inclusion, welcoming applicants from all backgrounds.
- Why this job: Be part of an exciting growth phase and make a real impact in finance.
- Qualifications: Experience in financial services and a positive, practical approach are key.
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 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
✨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 practising common questions related to client relationships and financial processes. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills during interviews by sharing specific examples of how you've handled client administration or transactions. This will demonstrate your experience and sound judgement in real situations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our Weatherbys family.
We think you need these skills to ace Private Banking Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Banking Executive role. Highlight any relevant experience in private banking or financial services, and don’t forget to showcase your attention to detail and sound judgement!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about private banking and how you can contribute to our people-first approach at Weatherbys. Be genuine and let your personality come through!
Showcase Your Client Relationship Skills: Since this role is all about building long-term client relationships, make sure to include examples of how you've successfully managed client interactions in the past. We want to see your practical, positive approach in action!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to keep track of your application and ensure it gets the attention it deserves!
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 Client Relationship Skills
Since this role is all about building long-term client relationships, prepare examples from your past experiences where you've successfully managed client interactions. Highlight your ability to handle client administration and transactions with confidence.
✨Demonstrate Attention to Detail
In a role that involves managing onboarding, KYC, and credit applications, attention to detail is crucial. Be prepared to discuss how you ensure accuracy in your work and share any relevant experiences where your meticulousness made a difference.
✨Embrace the Team Spirit
Weatherbys values a close-knit team environment, so be ready to talk about how you collaborate with others. Share instances where you've supported colleagues or contributed to shared success, showing that you're a team player who thrives in a supportive setting.