Private Banking Associate

6 months ago


Edinburgh, United Kingdom Weatherbys Banking Group Full time

**PRIVATE BANK ASSOCIATE**

EDINBURGH

Are you currently stuck in a rut unsure of where the future is going to take you? Maybe you have always dreamed of a job in financial service but never quite found that opportunity? Maybe you have the qualifications needed but not yet the experience? Life is full of questions, some easier to answer than others but what we can help you answer is, where will your future head with us.

We are currently looking for Private Bank Associates to join us a on a full time, permanent basis at our offices in Edinburgh. You will work as part of the Private Banking team assisting our Private Bankers to develop client relationships. While we operate on a Monday to Friday, 09:00 -17:30 basis, we offer hybrid working, meaning you can manage your time between the office and working from home.

**WHY JOIN US?**

We are looking to offer a salary of between £28,000 and £30,000 per annum DOE. In addition, you will receive 25 days’ annual leave (plus bank holidays). You will have access to a variety of other benefits including a pension scheme and a range of discounts and benefits through our Reward Gateway platform.

**WHAT YOUR DAY WILL LOOK LIKE**

Act as a key point of contact, maintaining the highest standards of professionalism and ethics, putting the clients’ interests first, and complying with all regulatory and professional requirements
- Develop relationships with Private Banking clients to understand their potential banking needs
- Set up all types of new client accounts and account administration, including client transfers, debit card ordering and maintenance, excess reporting
- Monitor lending deals to ensure the relevant and appropriate security is in place, including the management of bad and doubtful debts
- Instigate debt recovery activities and coordinate with appointed officers

**WHAT WE ARE LOOKING FOR**
- We know most adverts say this, but it really is important that you have excellent communication skills as you will be the first point of contacts for our clients both verbally and written
- Excellent attention to detail and the ability to work to tight deadlines, our client put their trust us to deliver exceptional customer service and knowledge every time
- A sound understanding of Microsoft Word and Excel will be needed to undertake this role
- Working towards your CIOBS Professional Banker Certificate or some experience within banking would be advantageous

**WHO WE ARE



  • Edinburgh, Edinburgh, United Kingdom Weatherbys Banking Group Full time

    Overview of the RoleAs a Private Banking Specialist with Weatherbys Banking Group, you will play a crucial role in delivering exceptional client service and building strong relationships with our high net worth clients.The successful candidate will have excellent communication skills, a proven ability to work in a fast-paced environment, and a strong...


  • Edinburgh, United Kingdom Cross Resourcing Full time

    **Private Client Associate** **3-6 PQE** **Edinburgh** I am working on an excellent Private Client Associate opportunity in Edinburgh. My client is a very reputable innovative law firm that works with multinational companies, small businesses, families, and individuals in numerous sectors across Scotland, England and beyond. You will join one of the...


  • Edinburgh, Edinburgh, United Kingdom Lloyds Banking Group Full time

    About This OpportunityWe're seeking a skilled Risk Management Specialist to join our team in Bristol or Edinburgh. As an Audit Analyst, you'll play a key role in delivering risk and control assurance activities that drive business outcomes.Key ResponsibilitiesDeliver specified outcomes and/or provide support services within a designated area of audit control...

  • Senior Associate

    2 weeks ago


    Edinburgh, Edinburgh, United Kingdom Douglas Scott Legal Recruitment Full time

    About the Role:As a Senior Associate or Associate in the Private Client team, you will play a key part in delivering high-quality, client-focused legal services, covering inheritance tax, capital gains tax, estate planning, powers of attorney, complex executries, and trust creation and administration.Deliver high-quality legal services to clients, focusing...


  • Edinburgh, United Kingdom Idex Full time

    Are you a driven Private Client Senior Associate/Legal Director who is looking to take your career to new heights? We have an exceptional opportunity for a talented individual to join our clients' esteemed Private Client team. This firm is known for its commitment to excellence, its client-focused approach, and unwavering dedication to delivering top-notch...


  • Edinburgh, Edinburgh, United Kingdom Pain Free Dentistry Group Full time

    Practice DetailsThe Hollies in Dunoon is a busy private dental practice offering a wide range of treatments, including implants, orthodontics, and IV sedation. Our state-of-the-art facilities include the latest technology, such as CBCT and I/O scanners, ensuring that you have access to the tools and equipment needed to deliver high-quality patient care.Role...


  • Edinburgh, United Kingdom Barclays Full time

    Job SummaryJob Title: Strategic Corporate Banking Associate DirectorJob Type: Full-timeJob Description:The successful candidate will play a key role in the UK Real Estate Coverage business area of Corporate Banking, seeking to understand clients' objectives, opportunities, and challenges, and working with them to achieve their business ambitions. The ideal...


  • Edinburgh, United Kingdom NatWest Group Full time

    Specialist Advice, Customer Associate Director, Banks Coverage, UK & Europe - Edinburgh, United Kingdom- Permanent- Full Time#R-00208045


  • City of Edinburgh, United Kingdom Frasia Wright Associates Full time

    We have been instructed on this new senior banking role with our client, a leading UK law firm.The firm currently has a need for an Associate or Senior Associate to join its highly regarded Banking & Finance Team in Edinburgh.To be considered for this role, you should possess a minimum of 4+ years' PQE in either Scotland or England & Wales, and the team is...


  • City of Edinburgh, United Kingdom Frasia Wright Associates Full time

    Our client is seeking an additional Private Client Associate or Senior Associate to join its firm in Glasgow or Edinburgh.The ideal candidate will be at the 4-8 years' PQE level with experience in private client.The role will involve wills, estates, succession and planning.This role would suit an ambitious Solicitor who is interested in the opportunity to...


  • Edinburgh, Edinburgh, United Kingdom Jameson Legal Full time

    Jameson Legal is seeking an experienced banking and finance solicitor to join our team in Edinburgh or Glasgow. This role offers an exciting opportunity to work on high-profile transactions and provide expert legal advice across a range of banking and finance matters.About the Role:Job Type: Full-timeSalary: £90,000 - £140,000 per annumBenefits:...


  • Edinburgh, United Kingdom NatWest Full time

    Join us as an Associate Director in Banks Coverage, UK & Europe - We’ll look to you to utilise your knowledge of bank capabilities to prepare first class customer and sector analysis and pitch materials, supporting with strategy definition and transaction origination - This is a great opportunity to develop a network of relationships with internal and...


  • Edinburgh, Edinburgh, United Kingdom Iconic Resourcing Full time

    Unlock Your Potential in Commercial Banking LawWe are seeking an experienced Commercial Banking Lawyer to join our dynamic team at Iconic Resourcing. As a Senior Associate, you will have the opportunity to work on high-profile transactions and drive business development initiatives.About the Role:As a key member of our team, you will advise clients on a...


  • Edinburgh, Edinburgh, United Kingdom Jameson Legal Full time

    We are seeking an experienced banking and finance professional to join Jameson Legal's well-regarded team in Edinburgh or Glasgow. This role offers an exciting opportunity to work on high-profile transactions and provide expert legal advice across a range of banking and finance matters.Key Responsibilities:Loan Agreements & Security Documents: Reviewing,...


  • Edinburgh, Edinburgh, United Kingdom Douglas Scott Legal Recruitment Full time

    About the RoleDouglas Scott Legal Recruitment is pleased to offer a challenging and rewarding opportunity for a highly skilled Financial Services Associate Manager. The successful candidate will be responsible for managing a team of lawyers and providing expert guidance on corporate banking law.The role comes with a competitive salary of £90,000 - £120,000...

  • Banking Solicitor

    2 months ago


    Edinburgh, Edinburgh, Scotland, United Kingdom Jameson Legal. Full time

    We are seeking a Banking Solicitor (1-6 years' PQE) to join a leading global law firm's dynamic Banking practice in Edinburgh.The Team:The Corporate and Leveraged Finance team is a vital part of a leading Finance group, specialising in areas like leveraged and acquisition finance, TMT finance (with a strong focus on fintech), corporate lending...


  • Edinburgh, United Kingdom Hydrogen Group Full time

    We are working closely with a leading offshore firm who are looking to expand their Banking & Finance team in the Channel Islands. The firm are looking to speak with ambitious general banking lawyers as they look to continue their impressive growth journey. The firm offer high quality finance work, highly competitive salaries and market leading bonus...


  • Edinburgh, United Kingdom TLT LLP Full time

    We are recruiting for an Associate/Senior Associate to join our market-leading Financial Services Disputes & Investigations (FSDI) team, in Glasgow. This role is offered on a flexible working basis and can accommodate full or part-time hours. Your Role The team carries out high value and complex banking litigation, defended mortgage litigation,...

  • Corporate Associate

    6 months ago


    Edinburgh, United Kingdom Douglas Scott Legal Recruitment Full time

    Corporate Associate Edinburgh A Corporate Associate is required for a rewarding opportunity with a top 50 law firm. The role will be based in the Edinburgh and offers a basic salary of up to £70,000. The Corporate team deals with a range of complex matters including private and public M&A, private equity, investments, venture capital, joint ventures,...

  • Associate Dentist

    3 weeks ago


    Edinburgh, United Kingdom Zest Business Group Full time

    Associate Dentist Jobs in Edinburgh, Scotland. ZEST Dental Recruitment working in partnership with an established dental practice is seeking to recruit an Associate Dentist in Edinburgh, Scotland.Associate Dentist Edinburgh, ScotlandFull or part-time consideredBusy mixed practice, offering excellent opportunity for private earningsWelcome bonus available...