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For Companies At a Glance
- Tasks: Support Private Bankers with client relations and prepare lending proposals.
- Company: Join Arbuthnot Latham, a leader in private banking focused on inclusion and diversity.
- Benefits: Enjoy competitive salary, health cover, generous leave, and a supportive work culture.
- Why this job: Be part of a dynamic team that values client relationships and personal growth.
- Qualifications: Ideal for those with front office experience and a passion for financial markets.
- Other info: Opportunity to work towards professional qualifications like CeMAP.
The predicted salary is between 36000 - 60000 £ 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 PB’s 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 Banker’s organisation
- Organising, maintaining and coordinating diaries for the Private Bankers
- Support the bank’s Change & innovation agenda
- Complete user acceptance testing of technology updates, new functionality & systems used in front office as required
- Input to change projects to give ideas, input and requirements as required
- Risk
- Complete compliance regulatory exams, adhering to both legal and regulatory requirements
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.
Key Interfaces:
- Take ownership and support other PBEs
- Wealth Management Teams
- Credit
- Maintain excellent relationships with Operations, Treasury and Compliance
- Other Operations Teams, including Banking Ops, Credit Ops
Person Specification
Knowledge / Experience/Skills:
- Front office experience is required
- A good understanding of HNW segment and market
- Detailed and demonstrable technical knowledge around all areas of Lending
- Detailed knowledge of regulatory requirements covering money laundering and criminal activity
- Strong interest in financial markets
- Knowledge of wealth management in banking products
- Multi-tasking capability
- Ability to work under pressure with a heavy workload
- A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft office
- Strong written and verbal communications skills are essential for this role
- Excellent time management and organisational skills
Qualifications:
You should be working towards or already hold a valid professional qualification in CeMAP (or equivalent)
Performance Focus
Client Focus
Working Proactively
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
Private Banking - Private Banking Executive employer: Arbuthnot Latham
Contact Detail:
Arbuthnot Latham Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking - Private Banking Executive
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Private Banking Executive. Understanding the nuances of client service and sales support will help you demonstrate your knowledge during interviews. Be prepared to discuss how you've successfully built and maintained client relationships in the past.
✨Tip Number 2
Showcase your understanding of the HNW segment and market trends. Research current financial markets and be ready to share insights on how they impact client needs. This will position you as a knowledgeable candidate who can add value to the team.
✨Tip Number 3
Highlight your organisational skills by preparing examples of how you've managed multiple tasks under pressure. The role requires excellent time management, so be ready to discuss specific instances where you've successfully juggled competing priorities.
✨Tip Number 4
Demonstrate your proactive approach by discussing any initiatives you've taken in previous roles to improve client experiences or streamline processes. This aligns well with the bank's focus on change and innovation, showing that you're not just reactive but also forward-thinking.
We think you need these skills to ace Private Banking - Private Banking Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private banking and client management. Emphasise your skills in communication, organisation, and your understanding of high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to support Private Bankers and manage client relationships effectively.
Highlight Relevant Qualifications: If you have qualifications like CeMAP or equivalent, make them prominent in your application. This shows your commitment to the industry and your readiness for the role.
Showcase Your Technical Skills: Since the role requires a good understanding of banking systems and IT literacy, mention any relevant software or tools you are proficient in, especially Microsoft Office applications.
How to prepare for a job interview at Arbuthnot Latham
✨Understand the Role
Make sure you have a solid grasp of what a Private Banking Executive does. Familiarise yourself with the key responsibilities, such as client service, sales support, and compliance with regulatory requirements. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Communication Skills
Since strong written and verbal communication skills are essential for this role, prepare to discuss examples of how you've effectively communicated with clients or colleagues in the past. Be ready to articulate your thoughts clearly and confidently.
✨Demonstrate Client Focus
Highlight your experience in building and maintaining client relationships. Be prepared to share specific instances where you've successfully supported client acquisition and retention, as this aligns closely with the expectations of the role.
✨Prepare for Technical Questions
Given the detailed technical knowledge required around lending and regulatory requirements, brush up on relevant topics. Be ready to discuss your understanding of financial markets and wealth management products, as well as any experience you have with banking systems.
