Private Banking
2 weeks ago
***
**Job Purpose**
- You will work with a Director or Senior Private Banker on a partnership basis, to build and develop a portfolio of profitable client relationships.
- Identify and take forward any new business opportunities associated with these clients to enhance the revenue of your team over time
- Develop a network of business introducers to further grow and develop your client book
- Successfully represent the Bank externally and internally
**Key responsibilities**
- Develop a network of personal and business introducer relationships to build a profitable client portfolio
- Investigate and identify potential new clients for your team and follow these up as agreed between you and your Director or Senior Private Banker
- Act as a consistent, credible and accessible point of contact for your clients’ day-to-day banking requirements and as a gateway to the Bank’s full range of Wealth Management services
- Work in partnership with your Director or Senior Private Banker to grow the revenue from your client base by identifying any new business opportunities from within the existing client base and taking these forward to closure by involving colleagues from across the business as required
- Provide an outstanding level of service to your clients as evidenced through positive feedback and the client survey results
- Ensure you adhere to the Bank’s risk and regulatory framework at all times, taking responsibility for key clients and important transactions, and your own risk and regulatory performance
- If and where appropriate, fulfil the responsibilities required under the FCA’s Senior Manager and Certification Regimes, and Conduct Rules
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
**Key interfaces**
- Clients (& Client representatives)
- Private Banking team (typically made up of 1 to 3 Private Bankers and/or Senior Private Bankers and Private Banking Executives
- Director, Private Banking
- All business areas across the Group
**Person Specification**
***
**Knowledge/Experience**
- You will have a successful background in Wealth Management with broad experience across the financial service industry and a good knowledge of the Private Banking market
- You will have Private Banking experience of dealing with HNW individuals
- You will have the ability to identify new business opportunities within your portfolio
- You will have the ability to work with your Director and/or Senior Private Banker to ensure that all new business is concluded effectively and efficiently resulting in increased revenue for the bank
- You will have proven relationship and client service skills
- You will control and monitor risk and regulatory aspects of your role
**Qualifications**
- Ideally educated to degree standard
- Ideally qualified to compliance diploma level 4 or appropriate investment related qualification.
**Competencies**
- Client focus
- Performance focus
- Business & Commercial Focus
- Influencing Others
- Planning and Reviewing
- Judgment and Problem Solving
- Communication & Confidence
- Team Working
- Working Pro-actively
**About Us**
***
Arbuthnot Latham is an independent Bank offering comprehensive Private and Commercial Banking, Wealth Management and Investment Management services. Serving its customers since 1833, Arbuthnot has successfully navigated many turbulent periods of economic instability and has a long track record of profitability. Today it has offices in London, Exeter, Manchester and Dubai where it manages the financial affairs of c.3,500 HNW individuals and 100 corporates. Arbuthnot Latham prides itself on the quality of its service and has built its reputation on understanding the needs of its clients.
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