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For Companies At a Glance
- Tasks: Support Private Bankers in building client relationships and managing banking tasks.
- Company: Weatherbys Private Bank, a trusted family-owned bank since 1770.
- Benefits: Full-time role with opportunities for career growth and personal development.
- Why this job: Join a team that values personal relationships and offers bespoke banking experiences.
- Qualifications: Strong communication skills and experience in client-facing roles are essential.
- Other info: Dynamic environment with a commitment to integrity and exceptional client service.
The predicted salary is between 36000 - 60000 ÂŁ per year.
We’re 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’re seeking individuals who are passionate about client service and eager to build on their banking career. In order to apply for you’ll 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’re proud to be recognised for our industry-leading standards and client-first approach.
Private Bank Associate / Executive - Opportunities 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
✨Tip Number 1
Network like a pro! Reach out to people in the banking industry, especially those at Weatherbys. Attend events, join online forums, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching common questions for Private Banking roles. Practice your responses, focusing on your client service experience and how you can contribute to building relationships. Remember, it’s all about showing your passion for helping clients!
✨Tip Number 3
Showcase your skills! Bring along examples of your work or projects that highlight your attention to detail and organisational abilities. Whether it’s a presentation or a report, having tangible proof of your capabilities can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Weatherbys team. Let’s get you that dream job!
We think you need these skills to ace Private Bank Associate / Executive - Opportunities
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Banking Associate/Executive role. Highlight your client-facing experience and any relevant banking knowledge to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client service and how you can contribute to our team. Be genuine and let your personality come through – we want to get to know you!
Showcase Your Attention to Detail: In banking, details matter! Make sure your application is free from typos and errors. This shows us you take pride in your work and understand the importance of accuracy in our industry.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about your application status!
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 key concepts like KYC/EDD checks and credit applications. This will show your enthusiasm for the role and help you engage in meaningful conversations.
✨Showcase Your Client Service Skills
Since this role is all about client relationships, be ready to share examples of how you've provided excellent service in previous roles. Think of specific situations where you went the extra mile for a client, as this will highlight your passion for client service.
✨Demonstrate Attention to Detail
Given the importance of accuracy in banking, prepare to discuss how you ensure attention to detail in your work. You might want to mention any tools or methods you use to stay organised, especially when handling documentation or managing portfolios.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask your interviewers about the company culture, team dynamics, or growth opportunities within Weatherbys. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.
