Associate Private Banker (2-year Fixed Term Programme)

Weatherbys Banking Group; City Of London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services group in London is offering an Associate Private Banker position. This program is a fast-track pathway to becoming a Private Banker within two years, focusing on developing client relationships and gaining regulatory qualifications. Successful candidates will work closely with Private Bankers to manage client portfolios and support business development activities.

Qualifications

• Proven ability to effectively communicate ideas and analyse numerical information.
• Strong interpersonal skills to establish outstanding rapport with stakeholders and clients.
• Willing to undertake CeMAP, IAD and PCIAM within 12-18 months.

Responsibilities

• Develop and generate new Private Banking client relationships.
• Assist Private Bankers in managing their portfolios.
• Prepare credit applications and investment submissions.
• Attend customer meetings and take meeting notes.

Skills

Effective communication

Analytical skills

Interpersonal skills

Relationship-building

Job description

Associate Private Banker - 2-year fixed term contract / Fast-Track program to Private Banker

London

Our Associate Private Banker programme is an exclusive fast-track program which works towards qualifying as a Private Banker within 2 years. As well as studying for your IAD, CeMAP and PCIAM qualifications, day to day you will be helping our Private Bankers with their client‑facing and new business responsibilities, as well as their contribution to new business across the various business lines provided by Weatherbys Private Bank.

Our assessment for the programme will take place in August 2026. However, due to the high level of interest, we’ve opened early registration so you can express your interest now.

What you will do as an Associate Private Banker:

• Develop and generate new Private Banking client relationships and associated new business for the Private Bank.
• Develop relationships with professional intermediaries.
• Attend customer meetings, and take meeting notes, as and when required.
• Prepare credit applications and investment submissions.
• Contribute with new business across the various product and service lines offered by the Private Bank.
• Formulate, lead and execute Business Development initiatives.
• Undertake regulatory qualifications (CeMAP, IAD and PCIAM)
• Provide advice and relevant information to internal and external customers (once signed off as competent)
• Assist Private Bankers in managing their portfolios of clients and achieving their new business targets.
• Liaise with clients and intermediaries, communicating the proposition and product offering.
• Ensure client instructions are executed in a timely and accurate manner.
• Acquire and demonstrate the technical capabilities required to be an effective private banker from a regulatory and risk management perspective

What we are looking for from you:

• Proven ability to effectively communicate ideas and analyse numerical information.
• Strong interpersonal skills to establish outstanding rapport and foster meaningful relationships with stakeholders and clients.
• Embrace, explore, and leverage opportunities.
• Willing to undertake CeMAP, IAD and PCIAM within 12-18 months of appointment to role.