Private Banking - London, United Kingdom - Arbuthnot Latham

Arbuthnot Latham

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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Job Purpose

You will work with a Director or Senior Private Banker on a partnership basis, to build and develop a portfolio of profitable client relationships.
Identify and take forward any new business opportunities associated with these clients to enhance the revenue of your team over time
Develop a network of business introducers to further grow and develop your client book
Successfully represent the Bank externally and internally

Key responsibilities

Develop a network of personal and business introducer relationships to build a profitable client portfolio
Investigate and identify potential new clients for your team and follow these up as agreed between you and your Director or Senior Private Banker
Act as a consistent, credible and accessible point of contact for your clients' daytoday banking requirements and as a gateway to the Bank's full range of Wealth Management services
Work in partnership with your Director or Senior Private Banker to grow the revenue from your client base by identifying any new business opportunities from within the existing client base and taking these forward to closure by involving colleagues from across the business as required
Provide an outstanding level of service to your clients as evidenced through positive feedback and the client survey results
Ensure you adhere to the Bank's risk and regulatory framework at all times, taking responsibility for key clients and important transactions, and your own risk and regulatory performance
If and where appropriate, fulfil the responsibilities required under the FCA's Senior Manager and Certification Regimes, and Conduct Rules
Responsible for managing risks inherent to the role by diligently observing internal policies and procedures

Key interfaces

Clients (& Client representatives)
Private Banking team (typically made up of 1 to 3 Private Bankers and/or Senior Private Bankers and Private Banking Executives
Director, Private Banking
All business areas across the Group

Person Specification
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Knowledge/Experience

You will have a successful background in Wealth Management with broad experience across the financial service industry and a good knowledge of the Private Banking market
You will have Private Banking experience of dealing with HNW individuals
You will have the ability to identify new business opportunities within your portfolio
You will have the ability to work with your Director and/or Senior Private Banker to ensure that all new business is concluded effectively and efficiently resulting in increased revenue for the bank
You will have proven relationship and client service skills
You will control and monitor risk and regulatory aspects of your role

Qualifications

Ideally educated to degree standard
Ideally qualified to compliance diploma level 4 or appropriate investment related qualification.

Competencies

Client focus
Performance focus
Business & Commercial Focus
Influencing Others
Planning and Reviewing
Judgment and Problem Solving
Communication & Confidence
Team Working
Working Proactively

About Us
***Arbuthnot Latham is an independent Bank offering comprehensive Private and Commercial Banking, Wealth Management and Investment Management services. Serving its customers since 1833, Arbuthnot has successfully navigated many turbulent periods of economic instability and has a long track record of profitability. Today it has offices in London, Exeter, Manchester and Dubai where it manages the financial affairs of c.3,500 HNW individuals and 100 corporates. Arbuthnot Latham prides itself on the quality of its service and has built its reputation on understanding the needs of its clients.