At a Glance
- Tasks: Support Private Bankers in client acquisition and retention while preparing lending proposals.
- Company: Dynamic financial institution focused on high-net-worth clients.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting opportunity to work with high-net-worth clients in a fast-paced environment.
- Why this job: Join a team that values customer relationships and offers real career growth.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 31500 - 38500 £ 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. 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.
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 HNW Clients, ensuring a quality of service is provided at all times.
- Will be 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.
Private Banking Executive in London employer: Arbuthnot Latham & Co., Limited
As a Private Banking Executive at our esteemed financial institution, you will thrive in a dynamic and supportive work environment that prioritises client satisfaction and professional growth. We offer comprehensive training programmes, competitive benefits, and a culture that encourages collaboration and innovation, all set in a vibrant location that fosters both personal and professional development. Join us to make a meaningful impact while advancing your career in private banking.
Contact Details:
Arbuthnot Latham & Co., Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Banking Executive in London
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We think you need these skills to ace Private Banking Executive in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Arbuthnot Latham & Co., Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Arbuthnot Latham & Co., Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Arbuthnot Latham & Co., Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Arbuthnot Latham & Co., Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Arbuthnot Latham & Co., Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Arbuthnot Latham & Co., Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
