Client-Focused Private Banking Associate (London)

Weatherbys Private Bank; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A prestigious independent bank in London is looking for a Private Banking Associate/Executive. This entry-level role involves supporting bankers in client accounts and financial documentation. Successful candidates will exhibit strong communication skills, attention to detail, and a client-focused attitude. The bank prides itself on its bespoke service and integrity, making this an excellent opportunity for individuals eager to advance in the banking field. Full-time position with opportunities for personal growth.

Qualifications

• Strong communication skills essential for client interactions.
• Experience in a client-facing banking role preferred.
• Excellent attention to detail and organisational ability required.
• Proficiency in Microsoft Word and Excel is necessary.
• Ability to prioritise and work effectively under pressure is crucial.
• Maintain integrity and professionalism in all work.
• Possess a positive attitude and willingness to excel.
• Interest in financial markets and management of client relationships is a plus.

Responsibilities

• Handle account openings, KYC/EDD checks, and transaction monitoring.
• Prepare lending documentation and manage investment administration.
• Manage credit control and client meetings under supervision.
• Spot investment opportunities and refer to the Investment Wealth and Advice team.

Skills

Strong communication skills

Client-facing experience

Attention to detail

Proficiency in Microsoft Word and Excel

Ability to prioritise and work under pressure

Integrity and professionalism

Positive attitude

Interest in financial markets

Job description

A prestigious independent bank in London is looking for a Private Banking Associate/Executive. This entry-level role involves supporting bankers in client accounts and financial documentation. Successful candidates will exhibit strong communication skills, attention to detail, and a client-focused attitude. The bank prides itself on its bespoke service and integrity, making this an excellent opportunity for individuals eager to advance in the banking field. Full-time position with opportunities for personal growth.