Private Bank Associate / Executive - Opportunities

Weatherbys Banking Group; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

A family-owned independent bank in Greater London is seeking Private Banking Associates and Executives to join their Private Client Team. These roles involve supporting client relationships and ensuring exceptional service. Responsibilities include account management, preparation of lending documentation, and client meetings. Candidates should possess strong communication skills and previous client-facing banking experience. This position offers a unique opportunity to grow within a prestigious banking environment.

Responsibilities

• Handle account openings, KYC/EDD checks, and transaction monitoring.
• Prepare lending documentation and investment administration.
• Manage excess and credit control for portfolios.
• Sign off payments and prepare credit applications under supervision.
• Run client meetings and mentor junior members.

Skills

Strong communication skills

Client-facing experience

Attention to detail

Proficiency in Microsoft Word

Proficiency in Excel

Organisational ability

Ability to 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

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.

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
• 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: www.weatherbys.bank