Private Banking Executive in Bristol

Private Banking Executive in Bristol

Bristol Full-Time 29700 - 36300 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support Private Bankers in client acquisition and prepare lending proposals.
  • Company: Join a leading financial institution with a focus on client relationships.
  • Benefits: Attractive salary, career development opportunities, and a supportive work environment.
  • Other info: Dynamic role with opportunities for growth and networking.
  • Why this job: Gain valuable experience in private banking and enhance your professional skills.
  • Qualifications: Strong communication skills and a keen interest in finance.

The predicted salary is between 29700 - 36300 Β£ per year.

The Private Banking Executive (PBE) will primarily focus on providing pro-active support to one to two Private Bankers and their portfolio of clients.

Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.

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. xsabvtc

The PBE will act as a proxy for the PB, representing them in meetings or com...


Private Banking Executive in Bristol employer: Arbuthnot Latham & Co., Limited

As a Private Banking Executive at our esteemed institution, you will thrive in a dynamic and supportive environment that prioritises client satisfaction and professional growth. Our commitment to employee development is reflected in our comprehensive training programmes and opportunities for career advancement, all while fostering a collaborative culture that values teamwork and innovation. Located in a vibrant area, we offer a unique work-life balance, ensuring that you can excel in your role while enjoying the benefits of a fulfilling personal life.

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Contact Details:

Arbuthnot Latham & Co., Limited Recruitment Team

We think you need these skills to ace Private Banking Executive in Bristol

Client Acquisition
Client Retention
Lending Proposal Preparation
Meeting Representation
Proactive Support
Communication Skills
Relationship Management