At a Glance
- Tasks: Support Private Bankers in client relations and prepare lending proposals.
- Company: Join a leading financial institution focused on client success.
- Benefits: Competitive salary, career development, and a dynamic work environment.
- Other info: Opportunity to grow within a supportive team and enhance your finance skills.
- Why this job: Make a real difference in high-net-worth clients' banking experiences.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 25650 - 31350 £ 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
- 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
- General Administration
- Preparing client communications
- Preparing account opening forms
- Responsible for keeping client records updated
- Instigating and maintaining client files
- Private Bankers organisation
- Organising, maintaining and coordinating diaries for the Private Bankers
- Organise travel schedules
- Support the bank's Change
Private Banking Executive 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.
Contact Details:
Arbuthnot Latham & Co., Limited Recruitment Team
