Job Description

Job Purpose


Use your knowledge, experience and networks to deliver a sophisticated Private Banking service that caters to the unique needs of High Net Worth (HNW) clients Build profitable relationships with a cross-section of HNW Clients by understanding clients' requirements and increasing the penetration of products and services to them Successfully represent the Bank externally and internally

Key Responsibilities


Develop and manage a network of personal and business relationships to build a profitable client portfolio Develop your relationship with your clients to become their Trusted Advisor and act as a consistent, credible and accessible point of contact for them, as well as a gateway to the Bank's full range of Wealth Management services Develop and present business cases and initiate credit proposals that match financial products to your clients' needs Build and manage a profitable portfolio of HNW clients, (including the management of a loan book) with particular focus on its impact on the P&L and the Balance Sheet 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

Key interfaces

Clients (& client representatives) Private Banking team (typically made up of 3 to 6 Private Bankers and/or Senior Private Bankers and Private Banking Executives) Director, Private Banking All business areas across the Group Person Specification

Knowledge & Experience


You will have a successful background in Wealth Management with broad experience across the financial services industry and detailed knowledge of Private Banking market Private Banking experience (dealing with HNW individuals) the ability to identify and close cross-sale opportunities within your portfolio a proven track record managing and developing a client book in order to grow the business, acting as a conduit for the Bank's Wealth Management services, exceptional Relationship Management skills experience in the control and monitoring of risk and regulatory responsibilities

Skill

s


Excellent Interpersonal skills (Networking, Negotiation, Presentation, Influencing) Excellent Business Development skills Excellent Business Case writing skills Competent using Microsoft Office

Qualifications


Relevant Banking, Financial Planning and/ or Investment Management Qualifications Level 6 qualified including CeMAP expectation

Competencies


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

Under MiFID II this is an Information Giver role

. The role may include discussing information with clients, without the role holder giving their own views or recommendations about the appropriateness for the client of any particular regulated product (for example, Discretionary Investment Portfolios, stocks and shares, life insurance products).



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.


Agile working Competitive salary, pension & holiday allowance BUPA Health cover 4x Life Assurance Income Protection scheme Discretionary bonus Market leading maternity/paternity and menopause policies Flexible benefits

Data Privacy and Reasonable adjustments

We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice


https://careers.arbuthnotlatham.co.uk/files/RecruitmentPrivacyNotice.pdf

Reasonable adjustments

: Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at recruitment@arbuthnot.co.uk. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.