Private Bank Associate / Executive - Opportunities

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

PRIVATE BANK ASSOCIATE / EXECUTIVE (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.

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 up

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.

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. Don’t just take our word for it, find out more her:

Seniority level

Associate

Employment type

Full-time

Job function

Finance