Private Banking Associate to Executive – Client Growth

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

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.