Success story · Career change · Private banking
How Guy Briston moved from accounting into Weatherbys Private Bank in around 60 days
Guy moved from accounting into Weatherbys Private Bank in around 60 days, combining transferable skills, 11 informational calls and regular coaching.
By How to Job
A new career. Experience that already mattered.
Guy Briston wanted to move from accounting into private banking. The challenge was helping decision makers see the connection between his existing experience and the career he wanted next.
Working with How to Job, he focused on transferable skills, company culture and relationships that allowed his personality to come through. Over approximately 60 days, 11 informational calls helped him build a route to an internal opportunity at Weatherbys Private Bank.
Guy's search at a glance
- His starting point
- Accounting
- Informational conversations
- 11 calls
- To a role in private banking
- Around 60 days
- With Milo, multiple times a week
- Regular coaching
The timeframe is approximate and describes Guy’s individual experience. Informational calls are not formal job interviews.
Different role. Transferable skills.
Guy’s accounting background was part of his case for a move into private banking. His positioning needed to explain both what he had done and how that experience could contribute to a different team.
For a similar move, financial understanding, analytical thinking and attention to detail can be useful starting points. The stronger case comes from connecting those skills to the team’s actual needs, with examples that make the connection clear.
- Your experience
What have you already done?
- The connection
Which skills does the next team need?
- Your evidence
What examples show you can contribute?
Tools, structure and regular conversations.
Guy used Coldmail and How to Job+, alongside support from Milo multiple times a week throughout the approximately 60-day process.
Those regular conversations gave him opportunities to discuss progress as his search developed. The tools and coaching supported a clear goal: getting into relevant conversations and helping people understand what he could bring to their team.
Eleven calls. A clearer picture of fit.
Guy’s 11 informational calls gave him opportunities to explore company culture while introducing his experience and ambitions. They also allowed decision makers to get to know the person behind the accounting background.
A CV can describe what you have done. A conversation gives you space to explain your motivation, show how you communicate and explore whether the working environment suits you.
- Ways of working
How does the team work together?
- Personal fit
What qualities do colleagues value?
- Contribution
Where could your experience help?
Relevant skills. Personal fit. An internal referral.
Decision makers could see how Guy’s accounting experience might translate into private banking. Through their conversations, they also developed a sense of his personality and how he could fit within the business.
That combination led to referrals to the senior hiring team for an internal opportunity at Weatherbys Private Bank, where he secured a role.
- Start relevant conversations
Explain experience and explore culture.
- Build an understanding of fit
Let decision makers get to know you.
- Reach the senior hiring team
Referrals led to an internal opportunity.
A role at Weatherbys Private Bank.
Around 60 days after starting the process, Guy had made the move from accounting into private banking. Clear positioning, consistent outreach and regular support helped him communicate both his professional value and his fit with the company.
The practical lesson: make your experience relevant, and give people the opportunity to get to know you.
Common questions
How long did Guy’s career change take?
Approximately 60 days working with How to Job. The timeframe reflects his individual experience.
How many informational calls did he generate?
Guy generated 11 informational calls within that period. These were opportunities to learn about teams and introduce his experience, rather than 11 formal job interviews.
What helped him move into private banking?
He highlighted his transferable skills while using conversations to understand company culture and let decision makers get to know his personality. That combination helped lead to an internal referral.
What tools and support did he use?
Coldmail, How to Job+ and support from Milo multiple times a week throughout the process.
Will I get the same result in 60 days?
Every search is different. Your background, target roles and available opportunities will influence your own timeline.
Your next chapter
Make your experience relevant to the career you want.
Considering a career change? Book a free strategy call to discuss what you already bring, where it could be valuable and how How to Job+ and coaching could support your next move.