Private Banking Associate

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

As a front office representative, you'll handle client queries via phone and email, addressing a variety of needs such as payments, account setups, and online or telephone banking assistance.

THE PRACTIAL BITS

Working hours are 37.5 hours per week, Monday to Friday (exact hours to be discussed at interview).

You will work fully onsite for the first six months to complete training, then a flexible schedule with three days in the office and two days working remotely.

WHY JOIN US?

You will be fully trained, so this is a great opportunity to upskill.  There is an established career development pathway, and we will guide you along this.  You will join a supportive team which offers hands on coaching and help whenever you need it.

Salary will be up to £30,660 depending on experience.  Benefits include private medical insurance, 25 days’ annual leave (rising to 28 days with length of service), enhanced maternity and paternity leave, income protection, and pension. For the full range of benefits please see https://www.weatherbys.bank/about-us/careers/employee-benefits/.

WHAT YOU WILL DO

• Serve as the main point of contact for Private Banking clients, assisting with a range of queries.
• Develop relationships with clients to understand their potential banking needs
• Set up new accounts and manage existing ones, including transfers, debit card orders, and excess reporting.
• Monitor lending deals, prepare credit applications, and manage debt recovery.
• Uphold the highest standards of professionalism and ethics, putting the clients’ interests first at all times.  

WHAT WE ARE LOOKING FOR

• Either a degree/qualification in a business-related subject, or experience in a client facing banking role.
• A strong commitment to exceptional customer service.
• Excellent verbal and written communication skills.
• Ability to work accurately under tight deadlines.
• A strong team ethos. 

IT WOULD BE NICE FOR YOU TO HAVE

• Fluency in Spanish, although this is in no way a prerequisite.
• Experience with high net work clients.  

WHO WE ARE

Weatherbys 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, 2023 and 2024. 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: www.weatherbys.bank