Senior Private Banking Executive

1 day ago

Wellingborough, United Kingdom Weatherbys Banking Group Full time

**SENIOR PRIVATE BANK EXECUTIVE**

**WELLINGBOROUGH**

Have you ever wondered what it takes to work for Weatherbys?

You are always prepared to go that extra mile to provide exemplary service, you always put clients first, you thrive off assisting and coaching others, you are honest and reliable and ready for your next step. If this sounds like you then we would love to hear from you

Weatherbys Bank are currently looking for a Senior Private Bank Executive to join us on a full time, permanent basis at our office in Wellingborough. You will assist the Private Bankers to develop client relationships in terms of quality and quantity of lending, deposit volumes and income generated from other group banking products including foreign exchange, investment, and wealth planning.
**WHY JOIN US?**

We are looking to offer a salary of up to £35,000 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**
- Develop relationships with Private Banking clients to understand their potential banking needs, communicating the Private Bank proposition and product offering
- Handle the administration of client transactions, executing client instructions accurately and on time
- Undertake the administrative requirements associated with Investment and Wealth Advice
- Prepare Credit Proposals and present these to the Credit Committee
- Generate, develop, and introduce new client relationships to the Private Bank
- Train, assist, coach and support junior members of staff, as well as assist and support colleagues including the answering of phones and assisting clients from other portfolios
- Fully understand the administration required to ensure an IWA investment deal is correctly set up including the drafting of Renewal and Suitability Letters

**WHAT WE ARE LOOKING FOR**
- 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
- Comprehensive technical banking knowledge and experience of the financial services industry

**WHO WE ARE**

**JOIN THE FUTURE OF FAMILY BANKING.

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