Private Banking Executive

Job title:

Private Banking Executive

Company

Weatherbys Banking Group

Job description

PRIVATE BANKING EXECUTIVE
LONDON (HYBRID)We are recruiting for a Private Banking Executive to work closely with a Private Banker, providing exceptional level of service to clients at all times.The role is based in our Mayfair office, and offers hybrid working with a requirement to be onsite 3 days per week (Monday and Friday as anchor days).WHY JOIN US?You will be fully supported by a small team of experts based in London. This role offers an excellent opportunity to contribute to the continued growth of the business, along with a strong career pathway.We are looking to offer a salary of up to £45,000 per annum DOE. Benefits include 25 days’ annual leave (plus bank holidays), private medical insurance, pension scheme, and a range of discounts and benefits through our Reward Gateway platform.WHAT YOUR DAY WILL LOOK LIKE

• Developing relationships with clients and communicating the Private Bank proposition and product offering.
• Executing client instructions accurately and on time.
• Undertaking administration related to, inter alia, client transactions, Lending, and Investment and Wealth Advice.
• Preparing Credit Proposals and other documentation for presentation to relevant Committees.
• Training junior members of staff and possibly new bankers into the team.
• Generating, developing, and introducing new client relationships to the Private Bank.

WHAT WE ARE LOOKING FOR

• Experience in the financial services industry with sound technical banking knowledge
• Excellent relationship management and exceptional client servicing skills
• Good understanding, analysis, and interpretation of financial accounts
• Supportive colleague who will embrace the strong team ethos

IT WOULD BE NICE FOR YOU TO HAVE

• Experience in a Private Banking or Premier Banking setting
• Understanding of lending and investments
• CeMAP and/or IAD qualification

WHO WE AREWeatherbys is one of the best regarded independent banking groups in the UK, winning Private Bank of the Year at the Spear’s UK Wealth Management awards in both 2021 and 2023. As you would expect from a business with ambitious growth plans, we are continually evolving and looking to the future, but always put our clients at the heart of everything we do. Don’t just take our word for it, find out more here:JOIN THE FUTURE OF FAMILY BANKING.

Expected salary

£40000 – 45000 per year

Location

London

Job date

Sun, 25 Aug 2024 22:11:22 GMT

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