Client Relationship Associate in Private Banking

3 weeks ago


London, Greater London, United Kingdom Weatherbys Banking Group Full time

PRIVATE BANKING ASSOCIATE

Are you eager to embark on a career in Private Banking? Do you possess a strong desire to cultivate and nurture client relationships? Are you seeking opportunities for growth and development in a firm that values your contributions?

We are currently in search of a Private Banking Associate to join our team on a full-time, permanent basis. You will collaborate with our Private Banking professionals to enhance client relationships and provide exceptional service.

WHY WORK WITH US?

We offer a competitive salary of up to £33,900 per annum, commensurate with experience. Additionally, you will enjoy 25 days of annual leave, plus bank holidays. Our benefits package includes a pension scheme, private medical insurance, and various discounts through our Reward Gateway platform. (Visit our website for a comprehensive list of benefits)

YOUR RESPONSIBILITIES

  • Engage with clients, effectively communicating our current offerings and executing their requests with precision.
  • Build and maintain relationships with Private Banking clients to identify their banking needs.
  • Facilitate the establishment of new client accounts and manage account administration tasks, including transfers and debit card management.
  • Oversee lending agreements to ensure appropriate security measures are in place, including managing any outstanding debts.
  • Initiate debt recovery processes and coordinate with designated officers.
  • Prepare credit applications and necessary lending documentation.

QUALIFICATIONS WE SEEK

  • Exceptional communication skills are essential, as you will be the primary point of contact for our clients.
  • Strong attention to detail and the ability to meet tight deadlines are crucial.
  • Experience in client-facing roles is required, as you will interact with clients via phone and email regularly.
  • A solid understanding of Microsoft Word and Excel is necessary for this position.
  • Prior experience in the banking sector is preferred.

ABOUT US

Weatherbys is recognized as one of the leading independent banking institutions in the UK, having received the accolade of Private Bank of the Year at the Spear's UK Wealth Management awards in both 2021 and 2023. With ambitious growth plans, we are continuously evolving while prioritizing our clients' needs in every aspect of our operations.

EMBRACE THE FUTURE OF FAMILY BANKING.



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