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- Tasks: Support Private Bankers in building client relationships and managing banking tasks.
- Company: Weatherbys, a family-owned bank with a rich heritage since 1770.
- Benefits: Gain valuable experience in finance with a focus on personal client service.
- Why this job: Kickstart your banking career in a supportive, client-focused environment.
- Qualifications: Strong communication skills and a passion for client service required.
- Other info: Join an award-winning team committed to integrity and exceptional client loyalty.
The predicted salary is between 36000 - 60000 £ per year.
We are excited to offer multiple opportunities to join Weatherbys Private Bank as either a Private Banking Associate (PBA) or Private Banking Executive (PBE), working as part of our Private Client Team assisting our Private Bankers in developing client relationships. We pride ourselves on delivering a truly personal banking experience, treating every client as an individual and tailoring financial solutions to their lifestyle and future plans.
What Your Day Will Look Like
- Focus: Entry-level within Private Banking administration, supporting bankers and clients with day-to-day tasks including:
- Handle account openings, KYC/EDD checks, and transaction monitoring.
- Prepare lending documentation and investment administration.
- Manage excess and credit control for portfolios.
- Payment sign-off.
- Prepare credit applications for new lending propositions (checked by Private Banker).
- Manage credit control and lending documentation with minimal oversight.
- Run client meetings under supervision and handle account opening/switching queries.
- Spot and refer investment opportunities to Investment Wealth and Advice (IWA) team.
- Mentor and support junior team members.
What We Are Looking For
We are seeking individuals who are passionate about client service and eager to build on their banking career. In order to apply you will need:
- Strong communication skills, both written and verbal.
- Experience in a client-facing banking role (the level of your previous experience will influence which role you are most suited to).
- Excellent attention to detail and organisational ability.
- Proficiency in Microsoft Word and Excel.
- Ability to prioritise and work under pressure.
- Integrity and professionalism in all you do.
- A positive, 'can-do' attitude and willingness to go the extra mile.
- Interest in financial markets and client relationship management.
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 are proud to be recognised for our industry-leading standards and client-first approach.
Private Bank Associate / Executive - Opportunities in London employer: Weatherbys Private Bank
Contact Detail:
Weatherbys Private Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Bank Associate / Executive - Opportunities in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Weatherbys or in the private banking sector. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to client service and banking. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for client relationships during interviews. Share specific examples of how you've gone the extra mile for clients in past roles – it’ll make you stand out!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who take that extra step.
We think you need these skills to ace Private Bank Associate / Executive - Opportunities in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Bank Associate/Executive role. Highlight your client-facing experience and any relevant skills that match what we’re looking for, like strong communication and attention to detail.
Show Your Passion: We love seeing candidates who are genuinely excited about client service and banking. In your application, share why you’re interested in this role and how you can contribute to our personal banking experience.
Be Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. Use a friendly tone in your writing to reflect the personal touch we value at Weatherbys.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role you’re excited about!
How to prepare for a job interview at Weatherbys Private Bank
✨Know Your Banking Basics
Before heading into the interview, brush up on your knowledge of private banking and financial markets. Understand the key services offered by Weatherbys and be ready to discuss how you can contribute to their client-first approach.
✨Showcase Your Communication Skills
Since strong communication is crucial for this role, practice articulating your thoughts clearly. Prepare examples from your past experiences where you successfully managed client relationships or resolved issues, highlighting your ability to connect with clients.
✨Demonstrate Attention to Detail
Given the importance of accuracy in banking tasks, be prepared to discuss how you ensure attention to detail in your work. You might even want to bring a sample of your previous work (if applicable) that showcases your organisational skills.
✨Exude a Positive Attitude
Weatherbys values a 'can-do' attitude, so make sure to convey your enthusiasm for the role. Share instances where you've gone the extra mile for clients or colleagues, showing that you're not just about getting the job done, but also about making a positive impact.
