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For Companies At a Glance
- Tasks: Support Private Bankers and manage client relationships in a dynamic banking environment.
- Company: Weatherbys, a family-owned bank with a rich heritage and commitment to personal service.
- Benefits: Hybrid working, clear career pathways, and a focus on relationship-building over volume.
- Other info: Opportunities for growth and mentorship in a supportive team.
- Why this job: Join a trusted bank and make a real impact on clients' financial journeys.
- Qualifications: Experience in client-facing roles, strong communication skills, and interest in financial markets.
The predicted salary is between 40000 - 50000 £ per year.
We’re offering multiple opportunities to join our Private Client Team in London as either a Private Banking Associate or a Private Banking Executive. You’ll work closely with our Private Bankers to support long‑term client relationships, delivering the personal, relationship‑led banking that defines Weatherbys. Whether you’re building your career foundations or ready for more client‑facing responsibility, this is a chance to grow with a bank that values trust, judgement and human connection.
What sets this role apart?
- Two entry points, aligned to experience – Associate or Executive.
- A real focus on relationships, not volume‑driven banking.
- Exposure to a wide range of private clients and lending needs.
- Clear development pathways within Private Banking.
- Trusted to use judgement, with support from experienced bankers.
- Hybrid working, balancing London office time with home working.
Your Focus Will Include
Private Banking Associate
- Supporting Private Bankers with day‑to‑day client activity.
- Handling account openings, KYC and EDD checks.
- Preparing lending and investment administration.
- Managing payments, excesses and portfolio credit control.
- Maintaining accurate records and meeting regulatory standards.
Private Banking Executive
- Supporting a Private Banker.
- Preparing credit applications for new lending propositions.
- Managing credit control and lending documentation with limited oversight.
- Running client meetings under supervision.
- Handling account opening and switching queries.
- Spotting and referring investment opportunities to our IWA team.
- Supporting and mentoring junior colleagues.
What We’re Looking For
- Experience in a client‑facing banking role, with level guiding role fit.
- Clear written and verbal communication skills.
- Strong organisation and attention to detail.
- Confidence using Microsoft Word and Excel.
- Ability to prioritise and stay calm under pressure.
- A genuine interest in financial markets and client relationships.
Who We Are
Weatherbys is a family‑owned, independent bank with a heritage dating back to 1770. Trusted for generations, we deliver personal, bespoke banking for clients who value relationships as much as results. Our reputation speaks for itself: award‑winning service, exceptional client loyalty, and a commitment to integrity at every level. We’re proud to be recognised for our industry‑leading standards and client‑first approach.
Private Bank Associate / Executive - Opportunities employer: Weatherbys Ltd
Contact Detail:
Weatherbys Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Bank Associate / Executive - Opportunities
✨Tip Number 1
Network like a pro! Reach out to current employees at Weatherbys on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for those interviews! Research common questions for Private Banking roles and practice your responses. Show off your knowledge about client relationships and financial markets – it’ll impress the interviewers!
✨Tip Number 3
Tailor your approach! When you apply through our website, make sure your application reflects the values of Weatherbys. Highlight your experience in client-facing roles and your passion for building long-term relationships.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Private Bank Associate / Executive - Opportunities
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Banking role. Highlight your client-facing experience and any relevant skills that match what we’re looking for. This shows us you’re genuinely interested in joining our team!
Showcase Your Communication Skills: Since clear communication is key in banking, use your application to demonstrate your written skills. Keep it professional but let your personality shine through. We want to see how you connect with clients, even on paper!
Be Detail-Oriented: Pay attention to the details in your application. Double-check for typos or formatting issues, as these can make a big difference. We value strong organisation and attention to detail, so let that come across in your submission.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the info you need about the role and our values there!
How to prepare for a job interview at Weatherbys Ltd
✨Know Your Client Relationships
Before the interview, brush up on your understanding of relationship-led banking. Be ready to discuss how you can contribute to building and maintaining long-term client relationships, as this is a key focus for the role.
✨Showcase Your Attention to Detail
Prepare examples that highlight your organisational skills and attention to detail. Since the role involves handling account openings and regulatory standards, demonstrating your ability to manage these tasks accurately will impress the interviewers.
✨Demonstrate Financial Market Interest
Make sure to express your genuine interest in financial markets during the interview. Research current trends and be prepared to discuss how they might impact private banking clients, showing that you’re engaged and knowledgeable.
✨Practice Your Communication Skills
Since clear communication is crucial in this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your verbal communication skills before the big day.