Private Bank Associate / Executive - Opportunities (m|f|x) London

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.

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.

Tasks

Private Banking Associate (PBA)

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 up
  

Private Banking Executive (PBE)

Focus: A more advanced role with greater level of autonomy and client facing responsibilities including

• 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.

Profile / Your qualification / Your personality

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.

Contact

James da Silva

Talent Acquisition

Location

22 Sackville Street, GB-W1S 3DN London