PRIVATE BANKING EXECUTIVE
LONDON (HYBRID)
Step into this role as Private Banking Executive, working closely with a Private Banker to deliver exceptional service to our clients.
Why join us?
You will be part of a highly skilled and supportive team where you’ll play a vital role in providing the exemplary service that Weatherbys is known for. This opportunity offers both professional development and the opportunity to be a key contributor to our success.
Salary: Up to £45,000
Location: Based in our prestigious Mayfair office, with hybrid working arrangements (onsite 3 days per week, Monday and Friday as anchor days).
Benefits include: 25 days’ annual leave (plus bank holidays), private medical insurance, pension scheme, enhanced maternity and paternity leave, income protection. (For the full range of benefits, see https://www.weatherbys.bank/about-us/careers/employee-benefits/
What you will do
* Build and nurture strong client relationships while showcasing the Private Bank’s unique propositions and offerings.
* Execute client instructions accurately and on time.
* Handle administrative tasks related to client transactions, lending, investment, and wealth advice.
* Draft and present credit proposals and other documentation to relevant committees.
* Train junior members of staff and possibly new bankers into the team.
* Generate and develop new client relationships.
What we are looking for
* Strong transactional banking experience with ability to understand, analyse and interpret financial accounts.
* Proven ability to handle high volumes of work quickly and with accuracy.
* Ability to learn systems and processes quickly.
* Exceptional client service skills with a warm and confident telephone manner.
* A collaborative team player committed to shared success.
It would be nice for you to have
* Experience in a Private Banking setting.
* CeMAP and/or IAD qualification.
Who we are
Weatherbys is one of the best regarded independent banking groups in the UK, proudly recognised as Private Bank of the Year at the Spear’s UK Wealth Management awards in 2021, 2023 and 2024. As you would expect from a business with ambitious growth plans, we continue to innovate while remaining steadfast in our commitment to our clients.
Discover more about us at www.weatherbys.bank
Join the future of family banking.
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