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Job Description

This 14 month secondment opportunity is open to internal candidates only.

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
  • To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules.

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’ day-to-day 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

Risk:

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

Knowledge / Experience/Skills:

  • You will have a successful background in Wealth Management with broad experience across the financial services 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 / 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 Pro-actively
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 [email protected]. 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.

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