About the job
Join Our Team as a Private Banking Executive in Manchester
As a Private Banking Executive at Weatherbys Bank, you will play a pivotal role in assisting our Private Bankers to cultivate and strengthen enduring client relationships across various financial services, including lending, deposits, and investments. In this dynamic and engaging position, you will collaborate closely with both colleagues and clients, ensuring the delivery of exceptional service with robust administrative skills and sound judgment. This is an exciting opportunity to be at the core of our Private Banking team during a phase of significant growth and investment.
Why Choose Weatherbys Bank?
Joining Weatherbys means becoming part of a rich heritage that spans centuries while also contributing to an ambitious future. Over the past thirty years, our finance group has transformed to offer specialized services in Private Banking, Business Banking, Racing Banking, and Arkle Finance, all united under the Weatherbys family. We are committed to enhancing the people-first service we provide, helping our clients achieve their financial aspirations. This commitment involves substantial investments in our technology, systems, and most importantly, our team members. Be part of our journey to drive innovative ideas, forge strong human connections, and develop finance that prioritizes people.
What Makes This Role Unique?
- A comprehensive Private Banking role, offering diversity beyond mere administrative tasks.
- Direct interaction with lending, investments, and client engagement.
- The opportunity to facilitate and participate in client meetings when suitable.
- Significant responsibility, empowering you to make informed decisions.
- A close-knit team dedicated to mutual support and shared achievements.
Your Responsibilities
- Assist Private Bankers in managing day-to-day client relationships.
- Accurately and promptly process client instructions.
- Oversee onboarding, KYC, and ongoing due diligence processes.
- Prepare credit applications and investment documentation.
- Manage the administration of lending, security, and portfolios.
- Identify opportunities and refer them to your Banker.
Your Profile
- Experience in private banking or a comparable financial services role.
- Confidence in handling client administration and transactions.
- Familiarity with lending, credit, and basic investment processes.
- Strong attention to detail and sound judgment.
- A proactive and positive attitude with a commitment to assisting others.
- While not mandatory, qualifications such as CeMAP or IAD would be advantageous.
