At a Glance
- Tasks: Lead and inspire a team of Private Bankers to build strong client relationships.
- Company: Join Arbuthnot Latham, a leader in wealth management with a commitment to diversity.
- Benefits: Enjoy competitive salary, health cover, generous leave, and a supportive work environment.
- Other info: Embrace a culture of inclusion and growth with excellent career opportunities.
- Why this job: Make a real impact in private banking while developing your leadership skills.
- Qualifications: Proven experience in Wealth Management and strong leadership capabilities required.
The predicted salary is between 90000 - 110000 £ per year.
- Director, Head of UK PB (Internal Applications only)
- This vacancy is only open to internal (current employees) candidates only
- Job purpose
- To manage and lead a team of Private Bankers, Private Banking Executives and Office Support Executives within the either the Manchester, Exeter and Bristol offices or London office.
- To coach and develop the Private Bankers to build profitable wealth management relationships with a portfolio of complex and high net worth (HNW) clients
- To provide mentoring and coaching support to all direct reports to enhance their performance and increase their expertise
- To create a team ethos of maintaining high standards of client service
- To maximise income from the team client base by understanding clients’ requirements and increasing the penetration of products and services to them
- To ensure your team operates within the required risk framework
- To successfully represent the Bank and your team externally and internally
- Where applicable, 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.
Job Description
Key Responsibilities
- Team Management
- Manage and motivate your team to exceed demanding business targets and ensure unwavering commitment to client service
- Mentoring, coaching and day-to-day line management of your direct reports
- Conduct performance reviews for your direct reports
- Manage performance issues, escalating longer term complex issues as appropriate
- Represent the banking population at an Executive level and represent the Executive Management at a team level
- Take overall responsibility for your team’s risk and regulatory performance and promote a team risk culture
- Take overall responsibility for team’s financial objectives including strategy for deposit, lending, assets-under-management and wealth planning growth
- Client Acquisition
- Build and implement a marketing and business development strategy in conjunction with the Head of UK Private Banking
- Expand the size and quality of your team’s client base and lead client allocation within the team
- Develop new and existing relationships with Business Introducers, to increase penetration of the wealth management market
- Be responsible for your team’s event strategy and for leading team events
- Be responsible for your team’s specialist proposition and represent the proposition both internally and externally
- Risk
- Accountable for managing the risks detailed in the department’s RCSA on day-to-day basis.
Person Specification
- Knowledge / Experience/Skills
- You will have a proven track record in Wealth Management with broad experience across the financial services industry and detailed knowledge of Private Banking market
- Significant Private Banking experience in dealing with HNW individuals
- Proven Leadership capability
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 6 qualified including Ce MAP expectation
- Client focus
- Performance focus
- Business & Commercial Focus
- Leading Others
- Team Working
- Influencing Others
- Planning & Reviewing
- Judgment and Problem Solving
- Communication & Confidence
About Us
Life, Work and Benefits
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.
- Competitive salary, pension & holiday allowance
- BUPA Health cover
- 4x Life Assurance
- Discretionary bonus
- Market leading maternity/paternity and menopause policies
- Data Privacy and Reasonable adjustments
We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice
Reasonable adjustments : Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process.
If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at recruitment@arbuthnot. co. uk.
Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require.
In these circumstances we will first discuss with you how and to whom the information may be disclosed.
Director, Head of UK PB (Internal Applications only) employer: Arbuthnot Latham & Co., Ltd
Arbuthnot Latham & Co., Ltd is an attractive employer due to its commitment to professional development and a supportive work culture. The company emphasizes ethical banking practices and places customer interests at the forefront of its operations.
Contact Details:
Arbuthnot Latham & Co., Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Director, Head of UK PB (Internal Applications only)
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