At a Glance
- Tasks: Build and grow your own portfolio of high net-worth clients across banking, lending, and investments.
- Company: Join Weatherbys, a historic finance group with a people-first approach.
- Benefits: Enjoy a supportive culture, autonomy in your role, and opportunities for professional growth.
- Other info: We value diversity and inclusivity, welcoming applicants from all backgrounds.
- Why this job: Shape the future of banking while making meaningful connections with clients.
- Qualifications: Experience in client management and strong communication skills are essential.
The predicted salary is between 59400 - 72600 £ per year.
In this role, you’ll build and grow your own portfolio of high net-worth clients, becoming their trusted point of contact across banking, lending and investments. Joining at a time of growth, you’ll play a clear part in shaping the future of Weatherbys through the relationships you build and the judgment you bring.
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?
- Join during a defining period of growth across the Bank
- Build your own client book with real autonomy
- Work across banking, lending and investments – not a single product role
- Be part of a culture built on trust, integrity and long-term relationships
- Space to deepen client impact, not just grow volume
Your focus will include:
- Building and growing a portfolio of high net-worth clients
- Acting as a trusted contact across banking, lending and investments
- Developing long-term client relationships based on trust
- Delivering clear, compliant advice tailored to client needs
- Managing risk in line with FCA standards
What we’re looking for:
Essentials:
- Experience building and growing a client book
- Experience advising high net-worth clients
- Strong communication with clear commercial judgement
- Broad knowledge across private banking, lending or investments
- Sound risk awareness and understanding of FCA requirements
Desirable:
- CeMAP, IAD or PCIAM qualifications would be helpful
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.
Senior Private Banker employer: Weatherbys Banking Group
Weatherbys Bank is an excellent employer that fosters a collaborative and inclusive work culture, where employees are empowered to make a meaningful impact. With a commitment to professional development and a focus on diverse perspectives, you will have the opportunity to grow your expertise in third-party risk management while enjoying a hybrid work model in Wellingborough. Join us to be part of a family-owned institution that values trust, innovation, and employee contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Banker
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Weatherbys Banking Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Private Banker
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Weatherbys Banking Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Weatherbys Banking Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Weatherbys Banking Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Weatherbys Banking Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Weatherbys Banking Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Weatherbys Banking Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
