Private Bank Associate

1 week ago

Edinburgh, United Kingdom Weatherbys Banking Group Full time

**PRIVATE BANK ASSOCIATE**

EDINGBRUGH

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 a Private Bank Associate to join us a on a full time, permanent basis at our office 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, 08:30 -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 £26,000 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**

**JOIN THE FUTURE OF FAMILY BANKING.

  • Private Banking Associate

    6 days ago

    Edinburgh, United Kingdom Weatherbys Banking Group Full time

    **PRIVATE BANKING ASSOCIATE** **EDINBURGH (HYBRID)** Step into the World of Private Banking with us. Are you eager to grow and develop in a business that invests in you? Join our team and embark on a rewarding career in Private Banking. **THE ROLE** **THE PRACTIAL BITS** Working hours are 37.5 hours per week, Monday to Friday (exact hours to be...

  • International Private Bank Fees Associate

    2 weeks ago

    Edinburgh, United Kingdom JPMorganChase Full time

    Join our International Private Bank Core Operations Team as a Fees Associate! Enhance fee processes, support global teams, and drive efficiency. As a Fees Associate in the International Private Bank Core Operations Team, you will be responsible for setting up new fee schedules, billing, re-pricing, and managing account closures and waivers. You will work in...

  • Product Owner, Private Banking

    2 days ago

    City of Edinburgh, United Kingdom Hampden Bank Full time

    A leading private banking institution seeks a skilled Product Owner to manage product delivery and oversee the product backlog. The role involves translating business needs into clear requirements and collaborating across teams to ensure the timely release of high-quality banking products. Strong communication and analytical skills are essential. The...

  • Investment Associate/Senior Associate, High Impact Investor, Edinburgh, UK

    23 hours ago

    Edinburgh, United Kingdom PER, Private Equity Recruitment Full time

    When you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client Our client's mission is to support growth and innovation in the circular economy across Europe. It seeks to identify businesses operating in Europe that require...

  • Associate Software Engineer

    1 week ago

    Edinburgh, Edinburgh, United Kingdom Tesco Bank Full time £30,000 - £40,000 per year

    General informationJob Title:Associate Software EngineerRef #:9449Location:EdinburghDepartment:BAR - EngineeringBusiness Area:EngineeringWorking time:Full-TimeDate Published: Serving our customers, communities, and planet a little better every day.Salary –From £30,000 + annual bonus & benefitsLocation –Edinburgh, PermanentOffice Attendance- Our roles...

  • International Private Bank

    1 week ago

    Edinburgh, Edinburgh, United Kingdom hackajob Full time £60,000 - £90,000 per year

    hackajob*is collaborating withJ.P. Morganto connect them with exceptional tech professionals for this role.*Job Description**Apply and play a key role in supporting the delivery of Platform Modernization focusing on Data DistributionAs an International Private Bank - Data Distribution Project Manager Vice President within the Data Distribution Team, you will...

  • Associate Software Engineer

    1 week ago

    Edinburgh, Edinburgh, United Kingdom Tesco Bank Full time £30,000 - £60,000 per year

    General information Job TitleAssociate Software EngineerRef #9449LocationEdinburghDepartmentBAR - EngineeringBusiness AreaEngineeringWorking timeFull-TimeDate Published Serving our customers, communities, and planet a little better every day. Salary – From £30,000 + annual bonus & benefits Location – Edinburgh, Permanent Office Attendance - Our roles...

  • Private Bank

    2 weeks ago

    Edinburgh, United Kingdom JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The EMEA Client Operations Maintenance Executive Director will be responsible for all aspects of the maintenance of existing clients including the fulfilment of Anti Money Laundering (AML), Know Your Client (KYC) and tax requirements for Private Bank in the EMEA region. You will partner with the Private Bank client-facing teams to ensure...

  • Associate, Private Equity

    2 weeks ago

    Edinburgh, United Kingdom Ameriprise Financial Full time

    Where you’ll fit in & what our team goals are. We're looking for an Associate within the Private Equity team providing research in support of investment activity and business development initiatives. An analytical function providing input into client reports, presentations, and new investment opportunities. **Responsibilities** **_How you'll spend your...

  • Banking & Finance Associate

    4 hours ago

    Edinburgh, United Kingdom Lusona Consultancy Full time

    This international law firm has a new opening for a Banking & Finance Solicitor to join as an Associate based in Edinburgh, Glasgow or Aberdeen. Applicants must have a minimum of 2 years of relevant PQE gained in a Banking & Finance team within another large commercial law firm. Along with excellent communication skills, the team is seeking suitable...