At a Glance
- Tasks: Support Private Bankers in client relations and prepare lending proposals.
- Company: Join a leading private banking firm focused on client success.
- Benefits: Competitive salary, career development, and a supportive work environment.
- Other info: Dynamic role with opportunities to engage with high-net-worth clients.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 29700 - 36300 £ 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 1.
Main point of contact and accountability for clients in respect to their day-to-day banking 2.
Building and monitoring client relationships 3.
Supporting Private Bankers in developing, growing and retaining their portfolio of HNW Clients, ensuring a quality of service is provided at all times. 4.
Will be competent at identifying new sales opportunities 5.
Undertake proactive client calls and ensue PBs follow up on all client leads and facilitate client meetings 6.
Preparing full client briefs and research for private bankers 7.
Support Insights for Action survey scores (following up insights for action raw data) ensuring interaction is positive experience and expectations are managed and met at all times (where responses are negative that, that these are doubt with effectively and efficiently) 8.
Manage account maintenance procedures including account opening and account closing 9.
Initiate, discuss and complete Credit Applications on behalf of Private Bankers 10.
Monitor the return of Facility letters, and completion of LMF/interest rate/fee forms
Private Banking Executive in Bristol employer: Arbuthnot Latham & Co.,
As a Private Banking Executive at our esteemed institution, you will thrive in a dynamic work culture that prioritises client satisfaction and professional growth. We offer comprehensive training and development opportunities, ensuring you are well-equipped to support our Private Bankers and their high-net-worth clients effectively. Located in a vibrant financial hub, our company fosters a collaborative environment where your contributions are valued, and your career can flourish.
StudySmarter Expert Advice🤫
We think this is how you could land Private Banking Executive in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Arbuthnot Latham & Co.,. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Banking Executive in Bristol
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.,.
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.,'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.,
✨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.,.
✨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., 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., 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.
