Weatherbys Private Bank
Private Banking Executive
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Private Banking Executive
PRIVATE BANK EXECUTIVE (Manchester)
As a Private Banking Executive, you'll support our Private Bankers to build and deepen long-term client relationships across lending, deposits and investments. Working closely with colleagues and clients, you'll combine first-class service, strong administration and sound judgement to help deliver banking as it should be. It's a hands-on role with real variety, at the heart of our Private Banking team, during an exciting period of growth and investment.
What sets this role apart:
A broad Private Banking role, not a single-task admin position Direct exposure to lending, investments and client relationships The chance to attend and run client meetings where appropriate Real responsibility, with trust to make sound decisions Part of a close-knit team that values support and shared success
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Your focus will include:
Supporting Private Bankers with day-to-day client relationships Handling client instructions accurately and on time Managing onboarding, KYC and ongoing due diligence Preparing credit applications and investment paperwork Overseeing lending, security and portfolio administration Spotting opportunities and referring them to your Banker
What we're looking for:
Experience in private banking or a similar financial services role Confidence handling client administration and transactions Knowledge of lending, credit and basic investment processes Strong attention to detail and sound judgement A practical, positive approach with a willingness to help others Although you won't need every qualification, CeMAP or IAD would be helpful
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Who We Are
Weatherbys is a family-owned, independent bank with a heritage dating back to 1770. Trusted for generations, we deliver personal, bespoke banking for clients who value relationships as much as results.
Our reputation speaks for itself: award-winning service, exceptional client loyalty, and a commitment to integrity at every level. We're proud to be recognised for our industry-leading standards and client-first approach. Don't just take our word for it, find out more her: www.weatherbys.bank
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