Private Banker

Weatherbys Private Bank; London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A leading independent banking group in the UK seeks a Private Banker to develop a portfolio of high net worth clients. This role offers a platform for career growth, with a focus on exceptional client service and compliance with banking standards. Benefits include hybrid working, medical insurance, and generous leave.

Benefits

25 days' annual leave

Private medical insurance

Pension scheme

Discounts through Reward Gateway

Qualifications

• Proven ability to build a client book of HNW/UHNW clients.
• Exceptional client relationship management skills.

Responsibilities

• Building and managing a portfolio of private banking clients.
• Giving regulated advice on lending and investments.
• Ensuring compliance with all regulations and standards.

Skills

Client Relationship Management

Proactive Approach

Technical Banking Knowledge

Education

CeMAP or IAD qualified

PCIAM

Job description

Weatherbys Private Bank


London (Mayfair)

Our clients value the personal service we provide whether that be supporting day to day banking needs, or offering tailored financial support to meet their lifestyle needs and plans for the future.

We are looking for a Private Banker to grow a book of high net worth clients and lead their complete banking relationship with Weatherbys. You will be at the start of the journey of building your own client base as a Private Banker, and looking for a role which will give you the platform to build a portfolio and develop your career.

WHY JOIN US?

Weatherbys is one of the best regarded independent banking groups in the UK, winning Private Bank of the Year at the Spear's UK Wealth Management awards in both 2021, 2023 and 2024. As you would expect from a business with ambitious growth plans, we are continually evolving and looking to the future, while always keeping our clients at the heart of everything we do.

If you have the drive and hunger to build a client book backed up by the skills to do so, we will provide you with the platform to develop and grow.

Benefits include 25 days' annual leave (plus bank holidays), private medical insurance, pension scheme, and a range of discounts and benefits through our Reward Gateway platform. We offer a hybrid working pattern, allowing you to work from home up to 2 days per week.

What Your Day Will Look Like

Building and managing a portfolio of private banking clients, focusing on both the quality and quantity of lending and deposit volumes, as well as generating income from other group banking products such as foreign exchange, investment, and wealth planning

• Building and managing a portfolio of high net worth clients, heading up their complete banking relationship with Weatherbys while providing an exceptional, tailored service.
• Giving regulated advice on lending and investments
• Proactively developing long-term relationships with clients to understand their potential banking and wealth management needs and generate sustained revenue growth.
• Achieving net portfolio growth from both existing and new customers
• Ensuring compliance with all risk, FCA Principles and Rules, other statues and regulations, and Weatherbys standards and procedures
• Introducing clients to the Weatherbys Wealth Planning Team, as appropriate
  
  
  

What We Are Looking For

• Proven ability to build your own client book of HNW/UHNW clients within the UK market.
• Exceptional client relationship management and servicing skills with high net worth clients, with a proactive and innovative approach
• Excellent technical banking knowledge and either CeMAP or IAD qualified, or on your way to achieving one of these qualifications. PCIAM would be an advantage.
• Sound knowledge of global economic and political conditions, current affairs and competitor activity, and the impact these have on clients
• Good understanding, analysis, and interpretation of financial accounts
  
  
  

JOIN THE FUTURE OF FAMILY BANKING.