At a Glance
- Tasks: Build and manage relationships with High Net Worth clients in a dynamic banking environment.
- Company: Join Arbuthnot Latham, a prestigious bank with a rich history since 1833.
- Benefits: Enjoy competitive holidays, private healthcare, and flexible benefits tailored for you.
- Other info: Embrace a collaborative culture with opportunities for personal and professional growth.
- Why this job: Make a real impact by providing exceptional service to HNW clients while growing your career.
- Qualifications: Experience in financial services and strong relationship management skills are essential.
The predicted salary is between 56700 - 69300 £ per year.
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
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
Private Banker in Nottingham employer: Arbuthnot Latham & Co., Limited
Arbuthnot Latham is an exceptional employer that fosters a dynamic and inclusive work culture, particularly in our prestigious Bristol office. We prioritise personal and professional growth, offering flexible working arrangements and a comprehensive benefits package, including private healthcare and a competitive pension scheme. Join us to build meaningful relationships with High Net Worth clients while being part of a team that values your contributions and supports your career aspirations.
Contact Details:
Arbuthnot Latham & Co., Limited Recruitment Team
