Private Banking Executive

6 months ago


London, United Kingdom Weatherbys Banking Group Full time

**PRIVATE BANKING EXECUTIVE**
**LONDON (HYBRID)**

We are recruiting for a Private Banking Executive to work closely with a Private Banker, an exceptional level of service to clients at all times.

The role is based in our Mayfair, and offers hybrid working with a requirement to be onsite 3 days per week (Monday and Friday as anchor days).

**WHY JOIN US?**

You will be fully supported by a small team of experts based in London. This role offers an excellent opportunity to contribute to the continued growth of the business, along with a strong career pathway.

We are looking to offer a salary of up to £40,000 per annum DOE. 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.

**WHAT YOUR DAY WILL LOOK LIKE**
- Developing relationships with clients and communicating the Private Bank proposition and product offering.
- Executing client instructions accurately and on time.
- Undertaking administration related to, inter alia, client transactions, Lending, and Investment and Wealth Advice.
- Preparing Credit Proposals and other documentation for presentation to relevant Committees.
- Training junior members of staff and possibly new bankers into the team.
- Generating, developing, and introducing new client relationships to the Private Bank.

**WHAT WE ARE LOOKING FOR**
- Experience in the financial services industry with sound technical banking knowledge.
- Excellent relationship management and exceptional client servicing skills.
- Good understanding, analysis, and interpretation of financial accounts.
- Supportive colleague who will embrace the strong team ethos.

**IT WOULD BE NICE FOR YOU TO HAVE**
- Experience in a Private Banking or Premier Banking setting.
- Understanding of lending and investments.
- CeMAP and/or IAD qualification.

**WHO WE ARE**

**JOIN THE FUTURE OF FAMILY BANKING.


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