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Private Banking Associate - Remote

Posted 12 weeks ago
Customer Service
Full Time
England, United Kingdom
up to 28500 GBP/year

Overview

Step into the world of Private Banking with us! Join our team and embark on a rewarding career in Private Banking.

In Short

  • Serve as the main point of contact for Private Banking clients.
  • Assist with a range of queries including payments and account setups.
  • Develop relationships with clients to understand their banking needs.
  • Set up new accounts and manage existing ones.
  • Monitor lending deals and prepare credit applications.
  • Uphold professionalism and put clients' interests first.
  • Work 37.5 hours per week, Monday to Friday.
  • Initial six months fully onsite for training, then hybrid working.
  • Opportunity for career development and upskilling.
  • Supportive team environment with hands-on coaching.

Requirements

  • Experience in a client-facing, transactional banking role.
  • Strong commitment to exceptional customer service.
  • Excellent verbal and written communication skills.
  • Able to work accurately under tight deadlines.
  • Strong team ethos.

Benefits

  • 25 days’ annual leave (rising to 28 with length of service).
  • Private medical insurance.
  • Pension scheme.
  • Enhanced maternity and paternity leave.
  • Income protection.
Weatherbys Banking Group logo

Weatherbys Banking Group

Weatherbys Banking Group is a highly regarded independent banking institution in the UK, recognized for its commitment to client-centric services and innovative growth strategies. With accolades such as Private Bank of the Year at the Spear’s UK Wealth Management awards in 2021, 2023, and 2024, Weatherbys is dedicated to evolving its services while maintaining a strong focus on client satisfaction. The company fosters a supportive environment for its employees, emphasizing professional development and teamwork within its Technology Services team.

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