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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: Be part of a supportive team committed to diversity and inclusion.
- Why this job: Gain hands-on experience in private banking while making a real impact.
- 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 Ltd
Contact Detail:
Weatherbys Ltd 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 opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching Weatherbys and understanding their values. Show us how you can contribute to our people-first approach and bring innovative ideas to the table.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Private Banking Executive. Highlight your client relationship skills and attention to detail.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Private Banking Executive in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Banking Executive role. Highlight your experience in private banking or similar financial services, and show how your skills align with what we’re looking for.
Showcase Your Client Relationship Skills: Since this role is all about building long-term client relationships, share examples of how you've successfully managed client interactions in the past. We want to see your confidence and ability to handle client administration and transactions.
Attention to Detail is Key: We value strong attention to detail, so make sure your application is free from errors. Double-check your documents for clarity and accuracy, especially when discussing your experience with lending, credit, and investments.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining the Weatherbys family!
How to prepare for a job interview at Weatherbys Ltd
✨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 you can contribute to their people-first approach.
✨Showcase Your Client Skills
Since this role is all about building client relationships, prepare examples from your past experiences where you've successfully managed client interactions. Highlight your attention to detail and sound judgement in these scenarios.
✨Be Ready for Real Responsibility
This isn't just an admin role; you'll have real responsibilities. Be prepared to discuss how you handle decision-making and problem-solving in a fast-paced environment. Think of situations where you've taken initiative and made a positive impact.
✨Embrace the Team Spirit
Weatherbys values a close-knit team dynamic. During the interview, express your enthusiasm for collaboration and supporting your colleagues. Share examples of how you've worked effectively in a team to achieve shared goals.