Commercial Banking- Private Banking Executive - London, United Kingdom - Arbuthnot Latham

Arbuthnot Latham

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

***Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.

The Private Banking Executive will primarily focus on providing pro-active support to the Private Bankers in the Media Banking Team.

They will support the team with client acquisition and retention via client contact, but will primarily provide excellent client support in the preparation of account opening and onboarding of clients and support the growth aspirations of the Media Private Banking business.

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 Private Clients, ensuring a quality of service is provided at all times whilst proactively managing portfolio of clients and help Private Bankers achieve their targets
Will be competent at identifying new sales opportunities
Develop sales pitches, analysing client book to identify target clients' needs and attending client meetings to establish strong working relationships
Undertake proactive client calls and ensure private bankers follow up on all client leads and facilitate client meetings
Preparing full client briefs and research for private bankers
Manage account maintenance procedures including account opening and account closing
Initiate, discuss and complete Credit Applications on behalf of PB's
Monitor the return of Facility letters, and completion of lending transactions in Ncino
Monitor, prepare and/or carry out annual credit reviews
Monitor, prepare and/or complete KYC 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

Commercial Bankers Organisation

Organising, maintaining and coordinating diaries for the Director and PB's (including future planning of meetings, meeting preparation, planning for issues)
Organise travel schedules as required

Compliance / Risk

Complete compliance regulatory exams (as required), 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 PBE's
Maintain excellent relationships with Private Banking, Wealth Planning, Operations, Treasury and Compliance

Person Specification
***
Knowledge / Experience

Experience in Client Facing Roles
Private banking experience is required in supporting clients and media banking experience is preferable
Ability to provide a very high level of client service and at all times keeping the client at the heart of everything we do
Detailed and demonstrable technical knowledge around all areas of Banking
Detailed knowledge of regulatory requirements covering money laundering and criminal activity
Knowledge of products and services associated with the Private Banking Sector
Multitasking capability
Ability to develop a network both internally and externally to mutually benefit the team and the Bank.
Ability to work under pressure, deal with a heavy workload and deliver against stretching deadlines
A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft Office

Qualifications