Commercial Banking- Private Banking Executive

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Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.

The Private Banking Executive will primarily focus on providing pro-active support to the Private Bankers in the Media Banking Team. They will support the team with client acquisition and retention via client contact, but will primarily provide excellent client support in the preparation of account opening and onboarding of clients and support the growth aspirations of the Media Private Banking business.

**Key Responsibilities**

**Client service and Sales support**
- Main point of contact and accountability for clients in respect to their day to day banking
- Building and monitoring client relationships
- Supporting Private Bankers in developing, growing and retaining their portfolio of Private Clients, ensuring a quality of service is provided at all times whilst proactively managing portfolio of clients and help Private Bankers achieve their targets
- Will be competent at identifying new sales opportunities
- Develop sales pitches, analysing client book to identify target clients’ needs and attending client meetings to establish strong working relationships
- Undertake proactive client calls and ensure private bankers follow up on all client leads and facilitate client meetings
- Preparing full client briefs and research for private bankers
- Manage account maintenance procedures - including account opening and account closing
- Initiate, discuss and complete Credit Applications on behalf of PB’s
- Monitor the return of Facility letters, and completion of lending transactions in Ncino
- Monitor, prepare and/or carry out annual credit reviews
- Monitor, prepare and/or complete KYC client reviews - maintaining client files in the process

**General Administration**
- Preparing client communications
- Preparing account opening forms
- Responsible for keeping client records updated
- Instigating and maintaining client files

**Commercial Bankers Organisation**
- Organising, maintaining and coordinating diaries for the Director and PB’s (including future planning of meetings, meeting preparation, planning for issues)
- Organise travel schedules as required

**Compliance / Risk**
- Complete compliance regulatory exams (as required), adhering to both legal and regulatory requirements
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures

**Key Interfaces**
- Take ownership and support other PBE’s
- Maintain excellent relationships with Private Banking, Wealth Planning, Operations, Treasury and Compliance

**Person Specification**

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**Knowledge / Experience**
- Experience in Client Facing Roles
- Private banking experience is required in supporting clients and media banking experience is preferable
- Ability to provide a very high level of client service and at all times keeping the client at the heart of everything we do
- Detailed and demonstrable technical knowledge around all areas of Banking
- Detailed knowledge of regulatory requirements covering money laundering and criminal activity
- Knowledge of products and services associated with the Private Banking Sector
- Multi-tasking capability
- Ability to develop a network both internally and externally to mutually benefit the team and the Bank.
- Ability to work under pressure, deal with a heavy workload and deliver against stretching deadlines
- A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft Office

**Qualifications**
- Relevant Banking qualifications

**Competencies**
- Working proactively
- Performance Focus
- Communications and Confidence
- Influencing Others
- Client Focus
- Team Working”

**About Us**

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**Work, Life and Benefits**

At Arbuthnot Latham we offer:

- Agile working (three days a week in the office)
- Competitive salary, pension & holiday allowance
- BUPA Health cover
- 4x Life Assurance
- Discretionary bonus
- Market leading maternity/paternity and menopause policies
- Flexible benefits
- Income Protection Scheme