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.
We are expanding our Bristol team and have a rare opportunity to hire two additional Private Bankers, or aspiring professionals ready to step into the role, within our prestigious city-centre office.
In this role, the successful candidate will use their knowledge, experience and networks to help build and support a Private Banking service tailored to the unique needs of High Net Worth (HNW) clients.
You will develop and strengthen relationships with a diverse portfolio of HNW clients, creating long-term, strategic partnerships founded on a collaborative and client-centric approach. Acting as an ambassador for the Bank, you will represent us both externally and internally, demonstrating professionalism, insight and a commitment to exceptional service.
Key Responsibilities:
Client Management
Managing performance to meet business targets and ensure unwavering commitment to service excellence
Developing a relationship as your Clients strategic partner in the bank and acting as a gateway to our products and services
Managing a criteria client portfolio (including the management of a loan book) with particular focus on its impact on the P&L and the Balance Sheet
Develop and present business cases that match appropriate financial products to our Clients needs
Take primary responsibility for management of clients within your portfolio
Client Acquisition
Managing your network of personal and business relationships to acquire, develop and service Clients
Risk:
Take overall responsibility for your risk and regulatory performance
Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
Key Interfaces:
Clients (& Client representatives)
Private Banking team (including fellow bankers / Private Banking Executives / Credit Analysts)
Director Private Banking
Credit Risk / Onboarding / Operations teams / Arbuthnot Latham Investment Management
Person Specification
Knowledge / Experience/Skills:
You will have broad experience across the financial services industry and good knowledge of the Private Banking market
Private Banking experience (dealing with HNW individuals)
Ability to identify and close cross sale opportunities within your portfolio
Proven track record of delivery
Exceptional Relationship Skills
Effective management of risk controls and adherence to regulatory requirements
Skills
Excellent Interpersonal skills (Networking, Negotiation, Presentation, Influencing)
Excellent Business Development skills
Excellent Business Case writing skills
Qualifications:
Relevant Banking, Financial Planning and/ or Investment Management Qualifications
Level 4 qualified including CeMAP expectation.
Competence with Microsoft Office
Competencies:
Planning and Reviewing
Performance Focus
Team Working
Client Focus
Influencing Others
Communicating with confidence
About Us
At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth. Our human-scale ethos means that everyone is recognised as an individual, not just a number, creating a workplace where you truly belong and thrive.
As a service led, relationship driven bank, in-person collaboration and wellbeing are important to us and drives our inclusive culture. With this in mind, we offer one day a week working from home.
Benefits
Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
Pension via market leading provider
Private Healthcare cover
4x Life Assurance
Discretionary Bonus
Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers
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