• Profile
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
• 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 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

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 of  providing advice on a range of financial situations (earning trust to become a trusted advisor)
• exceptional Relationship Management skills
• experience in the control and monitoring of risk and regulatory responsibilities


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


• Relevant Banking, Financial Planning and/ or Investment Management Qualifications
• CeMAP qualified


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

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.