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- Tasks: Manage client portfolios and deliver tailored banking solutions with a focus on exceptional service.
- Company: Join a leading Financial Services firm in Edinburgh with a respected team.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Shape a sustainable portfolio while building strong client relationships and making an impact.
- Qualifications: Experience in client relationship management and a proactive, service-focused mindset.
- Other info: Exciting career progression opportunities in a collaborative and supportive atmosphere.
The predicted salary is between 36000 - 60000 £ per year.
Eden Scott is proud to be partnering with a leading Financial Services client in Edinburgh to recruit an Associate Banking Director. This is an exciting opportunity for an experienced relationship‑driven banking professional to join a highly respected team and play a key role in managing and growing a quality client portfolio.
In this role, you’ll build and nurture strong client relationships, support Banking Directors, and deliver tailored lending, deposit, and banking solutions. You’ll play a vital part in shaping a profitable, sustainable portfolio while delivering exceptional client service.
Key Responsibilities:
- Manage and develop a defined portfolio of clients, ensuring first‑class service
- Support Banking Directors with portfolio oversight and client engagement
- Recommend appropriate banking products and solutions
- Prepare reports, presentations, and supporting documentation
- Complete internal credit applications and monitor existing borrowing
- Ensure full compliance with regulatory standards and internal policies
- Maintain accurate client records including KYC/AML
- Build knowledge of the Bank’s commercial environment and client needs
- Attend networking events and contribute to business development
- Collaborate across the Bank to deliver excellent client outcomes
- Maintain accurate CRM records
- Support ad‑hoc business projects when required
Person Specification:
- Achieved or working towards a recognised professional banking qualification (e.g. Chartered Banker and/or CeMAP).
- The ability to develop and maintain strong relationships with clients and colleagues.
- Strong interpersonal and communication skills (both written and oral).
- Uses effective questioning and listening skills to establish client needs.
- Delivers clear, well-structured presentations, adapting style and content to suit different audiences and settings.
- Strong networking skills, with experience of developing and sustaining internal and external stakeholder relationships.
- Ability to present appropriate recommendations in a clear, concise and accurate manner.
- A collaborative team player who contributes positively to team dynamics and morale.
- Ability to positively challenge both colleagues and clients where appropriate.
- Excellent attention to detail and high levels of accuracy.
- Demonstrates initiative and a pro-active approach.
- Highly organised with the ability to manage multiple and changing priorities at once.
- Brings fresh perspectives while maintaining integrity, discretion and professionalism.
- Consistently represents the Bank with the highest standards of conduct and professionalism.
We’re looking for someone with strong client‑relationship experience, excellent commercial awareness, and a proactive, service‑focused mindset. If you’re passionate about delivering outstanding client service and keen to progress your banking career, I’d love to hear from you.
Associate Banking Director in Edinburgh employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Banking Director in Edinburgh
✨Network Like a Pro
Get out there and mingle! Attend industry events, join banking forums, and connect with professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, don’t hold back! Share your insights on banking trends and client needs. This shows you’re not just another candidate; you’re someone who understands the industry.
✨Tailor Your Approach
Every interaction is a chance to impress. Make sure you adapt your communication style to suit your audience, whether it’s a casual chat or a formal presentation. This flexibility can really set you apart.
✨Apply Through Us
Don’t forget to check out our website for the latest job openings! Applying through StudySmarter means you’ll have access to exclusive roles and support from our team to help you land that dream job.
We think you need these skills to ace Associate Banking Director in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Associate Banking Director role. Highlight your relationship-building abilities and any relevant banking qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about client service and how your proactive mindset can contribute to our team. Keep it engaging and personal.
Showcase Your Communication Skills: Since strong communication is key in this role, ensure your written application is clear and well-structured. Use concise language and make sure to proofread for any errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with us at StudySmarter!
How to prepare for a job interview at Eden Scott
✨Know Your Client Portfolio
Before the interview, take some time to research the types of clients the company works with. Understand their needs and how you can contribute to managing and growing that portfolio. This will show your proactive approach and genuine interest in the role.
✨Master Your Presentation Skills
Since you'll be delivering tailored banking solutions, practice presenting your ideas clearly and concisely. Use examples from your past experiences to demonstrate how you've successfully engaged clients and met their needs. Tailor your style to suit the interviewers' preferences.
✨Showcase Your Networking Abilities
Be prepared to discuss your networking experiences and how you've built relationships in the past. Share specific examples of how these connections have led to successful outcomes. This will highlight your strong interpersonal skills and ability to contribute to business development.
✨Demonstrate Compliance Knowledge
Familiarise yourself with regulatory standards and internal policies relevant to the banking sector. Be ready to discuss how you ensure compliance in your work. This will reflect your attention to detail and commitment to maintaining high professional standards.