Private Banking Executive in Bristol

The Private Banking Executive (PBE) will primarily focus on providing pro-active support to one to two Private Bankers and their portfolio of clients. They will support Private Bankers (PB) with client acquisition and retention via client contact, but will primarily provide support in the preparation of lending proposals. The PBE will act as a proxy for the PB, representing them in meetings or communications.

To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules.

• 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 HNW Clients, ensuring a quality of service is provided at all times.
• Competent at identifying new sales opportunities.
• Undertake proactive client calls and ensure PBs follow up on all client leads and facilitate client meetings.
• Preparing full client briefs and research for private bankers.
• Support Insights for Action survey scores ensuring interaction is a positive experience and expectations are managed and met at all times.
• Manage account maintenance procedures including account opening and account closing.
• Initiate, discuss and complete Credit Applications on behalf of Private Bankers.
• Monitor the return of Facility letters, and completion of LMF/interest rate/fee forms.
• Monitor, prepare and/or carry out annual credit reviews.
• Complete shadow postings on a daily basis.
• Monitor, prepare and/or complete annual client reviews maintaining client files in the process.
• Preparing client communications.
• Preparing account opening forms.
• Responsible for keeping client records updated.
• Instigating and maintaining client files.
• Organising, maintaining and coordinating diaries for the Private Bankers.
• Organise travel schedules.
• Support the bank's Change & innovation agenda.
• Complete user acceptance testing of technology updates, new functionality & systems used in front office as required.
• Input to change projects to give ideas, input and requirements as required.
• Complete compliance regulatory exams, adhering to both legal and regulatory requirements.
• Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.

• Take ownership and support other PBEs.
• Private Banking Teams.
• Wealth Management Teams.
• Credit.
• Maintain excellent relationships with Operations, Treasury and Compliance.
• Other Operations Teams, including Banking Ops, Credit Ops.

• Front office experience is required.
• A good understanding of HNW segment and market.
• Detailed and demonstrable technical knowledge around all areas of Lending.
• Detailed knowledge of regulatory requirements covering money laundering and criminal activity.
• Strong interest in financial markets.
• Knowledge of wealth management in banking products.
• Multi-tasking capability.
• Ability to work under pressure with a heavy workload.
• A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft Office.
• Strong written and verbal communications skills are essential for this role.
• Excellent time management and organisational skills.

You should be working towards or already hold a valid professional qualification in CeMAP (or equivalent).

• Performance Focus.
• Client Focus.
• Working Proactively.
• Communication & Confidence.

Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.

• Agile working.
• Competitive salary, pension & holiday allowance.
• BUPA Health cover.
• 4x Life Assurance.
• Income Protection scheme.
• Discretionary bonus.
• Market leading maternity/paternity and menopause policies.
• Flexible benefits.