Private Bank Associate
17 hours ago
Private Bank Associate / Executive - Opportunities Weatherbys Ltd is looking to hire Private Banking Associate (PBA) or Private Banking Executive (PBE) at our London office. What Your Day Will Look Like Private Banking Associate (PBA) Focus: Entry-level within Private Banking administration, supporting bankers and clients with day-to-day tasks including: Handle account openings, KYC/EDD checks, and transaction monitoring. Prepare lending documentation and investment administration. Manage excess and credit control for portfolios. Payment sign-off. Private Banking Executive (PBE) Focus: A more advanced role with greater autonomy and client-facing responsibilities including: Prepare credit applications for new lending propositions (checked by Private Banker). Manage credit control and lending documentation with minimal oversight. Run client meetings under supervision and handle account opening/switching queries. Spot and refer investment opportunities to Investment Wealth and Advice (IWA) team. Mentor and support junior team members. What We Are Looking For We’re seeking individuals who are passionate about client service and eager to build on their banking career. In Order To Apply For You’ll Need Strong communication skills, both written and verbal. Experience in a client-facing banking role (the level of your previous experience will influence which role you are most suited to). Excellent attention to detail and organisational ability. Proficiency in Microsoft Word and Excel. Ability to prioritise and work under pressure. Integrity and professionalism in all you do. A positive, "can‑do" attitude. Interest in financial markets and client relationship management. Who We Are Weatherbys is a family‑owned, independent bank with a heritage dating back to 1770. Trusted for generations, we deliver personal, bespoke banking for clients who value relationships as much as results. Our reputation speaks for itself: award‑winning service, exceptional client loyalty, and a commitment to integrity at every level. We’re proud to be recognised for our industry‑leading standards and client‑first approach. Find out more at www.weatherbys.bank. Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales Professional Services #J-18808-Ljbffr
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Private Bank Associate
2 days ago
Greater London, United Kingdom Weatherbys Private Bank Full timePRIVATE BANK ASSOCIATE / EXECUTIVE (LONDON) We’re excited to offer multiple opportunities to join Weatherbys Private Bank as either a Private Banking Associate (PBA) or Private Banking Executive (PBE), working as part of our Private Client Team assisting our Private Bankers in developing client relationships. We pride ourselves on delivering a truly...
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Client-Focused Private Banking Associate
3 days ago
Greater London, United Kingdom Weatherbys Private Bank Full timeA prestigious independent bank in London is looking for a Private Banking Associate/Executive. This entry-level role involves supporting bankers in client accounts and financial documentation. Successful candidates will exhibit strong communication skills, attention to detail, and a client-focused attitude. The bank prides itself on its bespoke service and...
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Greater London, United Kingdom Weatherbys Bank Ltd Full timeA family-owned independent bank is excited to offer positions for Private Banking Associate and Executive in London. These roles support Private Bankers in client relationship management, with responsibilities ranging from account management to client meetings. Ideal candidates will have strong communication skills, relevant banking experience, and a...
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Associate - Private Banking
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Associate - Private Banking
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Private Bank Associate
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London, United Kingdom Private Equity Insights Full timeLinkedIn Copywriting Associate at Private Equity InsightsJoin to apply for the LinkedIn Copywriting Associate at Private Equity Insights role at Private Equity InsightsLinkedIn Copywriting Associate at Private Equity Insights8 months ago Be among the first 25 applicantsJoin to apply for the LinkedIn Copywriting Associate at Private Equity Insights role at...
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Event Marketing, Private Bank
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