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.

Why Weatherbys

Working for Weatherbys means being part of our centuries-long history whilst building a future filled with ambition. Over the last three decades, our finance Group has evolved to provide specialist services across Private Banking, Business Banking, Racing Banking and Arkle Finance - all as part of one Weatherbys family. Now, we’re looking to elevate the people-first service we provide even further, as we help our clients achieve their financial goals for life. To do so, we’ll be investing heavily in our systems, our technology, and above all, in our people. Join us, driving innovative ideas, building the strongest of human connections, and developing finance that puts people first.

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.

What you'll be doing

• 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.

Our commitment to inclusion

At Weatherbys Banking Group, we’re committed to building a diverse and inclusive workplace where everyone feels respected, supported, and empowered to thrive. We believe that different perspectives and lived experiences make us stronger, and we actively welcome applications from people of all backgrounds and communities.

As a proud Disability Confident Committed employer, we’re dedicated to creating an environment that’s accessible and inclusive for all. If you have a disability and meet the minimum criteria for the role, you’ll be guaranteed an interview. If you need any adjustments during the recruitment process, please let us know we are here to support you.