Private Banking Associate - London, United Kingdom - Weatherbys Banking Group

Tom O´Connor

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Tom O´Connor

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PRIVATE BANK ASSOCIATE
Are you looking to step into the world of Private Banking? Do you have a passion to develop and build client relationships? Are you looking to grow and develop in a business that will invest in you?


We are currently looking for Private Banking Associate to join us a on a full time, permanent basis at our offices in London.

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, 09:00 -17:30 basis, we offer hybrid working, meaning you can manage your time between the office and working from home (three days in the office, two remotely).


WHY JOIN US?
We are looking to offer a salary of between £30,000 and £34,000 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, private medical insurance, and a range of discounts and benefits through our Reward Gateway platform.


WHAT YOUR DAY WILL LOOK LIKE

  • Liaise with clients, communicating the current proposition and product offering, executing their instructions to an exemplary standard
  • 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
  • Previous experience within banking would be advantageous

WHO WE ARE
**JOIN THE FUTURE OF FAMILY BANKING.

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