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PRIVATE BANK - Administrative Support, Deputy Manager
Weatherbys Private Bank are recruiting for an effective people manager to provide oversight, training, coaching and development to the Private Banking support team.
Team Overview
Our
Private Banking Administrative Support Team plays a vital role in delivering outstanding service to our high-net-worth clients. This dedicated team provides comprehensive administrative assistance, ensuring the smooth and efficient handling of daily client requests and the seamless operation of the Private Bank.
They are responsible for the ongoing support and administration of client portfolios, managing correspondence, and assisting Private Bankers in delivering tailored financial solutions. Their work underpins the high standards of service our clients expect.
With strong communication skills, both written and verbal, and a commitment to accuracy, confidentiality, and efficiency, the team significantly enhances the overall client experience and contributes to the operational excellence of our Private Banking services.
Oversight and leadership are provided by the
Private Bank Managers, who ensure that our exceptional standards are consistently upheld.
Requirements
Leadership
- Drive team productivity by identifying inefficiencies and managing performance.
- Train, coach, and develop team members to deliver excellent client service and grow professionally.
- Oversee performance management and professional development of direct reports.
- Ensure timely, accurate, and high-quality delivery of all team outputs.
- Uphold business standards and promote best practices across the team.
- Represent the team in key forums and manage team resources effectively.
- Foster strong cross-functional relationships across the Bank and wider business.
- Provide support and cover for Directors as needed.
Managerial Responsibilities
- Lead recruitment and onboarding.
- Oversee training, development, and retention of team members.
- Maintain and act on the team’s skills matrix to manage operational risk.
- Provide regular performance feedback and conduct structured one-to-ones.
- Set SMART objectives and KPIs, ensuring a balance between technical skills and behaviours.
- Manage underperformance through structured improvement plans and reviews.
- Prepare professional MI reports and performance updates for senior stakeholders.
- Promote a culture of support, integrity, and continuous improvement.
- Ensure effective resource planning, cross-team collaboration, and cost management.
- Support staff development, promotions, and succession planning.
Risk Responsibilities
- Oversee the team’s risk framework, ensuring robust controls and timely escalation of issues.
- Manage daily and monthly control monitoring, producing MI for key committees.
- Implement actions and training based on control findings and risk assessments.
- Maintain and update risk registers, ensuring regulatory compliance and escalation where needed.
- Lead incident and complaint management, including fraud investigations and resolution.
- Ensure exemplary client service standards are upheld across all team outputs.
- Oversee procedure reviews, ensuring RACI, AML, and Consumer Duty considerations are included.
- Liaise with risk and compliance teams to ensure effective monitoring and adherence to regulations.
- Support the team with process queries and ensure competency through checks and training tools.
Client Responsibilities
- Act as a client contact and provide portfolio cover when needed.
- Communicate the Bank’s proposition and direct clients to appropriate teams.
- Ensure timely and accurate execution of client instructions.
- Provide exceptional client service and handle escalations or complaints.
- Sign off excesses and large transactions as required.
- Ensure banker portfolios are supported during absences.
What We Are Looking For
- Experience of managing teams within financial institutions, is highly desirable.
- A good breadth of experience in Financial Services.
- Ability to enter open and honest debate and to accept and give constructive feedback.
- Preparedness to go the extra mile to provide clients with exemplary service and to support the team.
