Private Banking Associate

3 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

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