• Profile

Job Description

  • To manage and lead the Professionals Team. Managing our existing relationships, as well as attracting new relationships and markets.
  • To build and relationship manage a network of firms for introducer business, including contractual relationships.
  • To manage and grow the existing Deposit relationship book and to support the bank’s overall liquidity strategy.
  • To manage the professionals team across the UKto ensure a professional and client focused service is delivered to external clients and internal stakeholders.
  • To evidence direct business origination personally and also manage the teams target, as well as generating wider opportunities for Private and Commercial Banking.
  • Own and be fully responsible for the Professionals proposition for AL to ensure it continues to meet client needs and support ALs objectives.
  • Provide leadership & coaching to the Professionals Team
  • Ensure Process and controls are built and are in place across the professionals offering.
  • Be the face of AL in the external market for Professionals via attending conference and other relevant marketing.
  • Working with Marketing to shape/drive awareness, competitive advantage, and differentiation with the target market.
  • Meet & exceed stretching new business goals, that are tracked and reported through CRM.
  • To ensure your team operates within the required risk and stewardship framework
  • Drive the team forward to achieve the banks “future state” objectives
  • Where applicable, 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

Team Management

  • Use the key values of Integrity, Respect, Empowerment, Energy & Drive and Collaboration to manage your team
  • Manage and motivate self and team to exceed demanding business targets and ensure unwavering commitment to client service
  • Mentoring, coaching and day-to-day line management of your direct reports
  • Conduct appraisals for direct reports.
  • Represent the banking population at a senior manager level internally and externally.
  • Take overall responsibility for your team’s risk, stewardship, and regulatory performance. Promote a team risk culture
  • Take overall responsibility for team’s financial objectives.
 Client Management
  • Become a Trusted Advisor to our Professional clients and to generate new revenue from these relationships, whilst also reviewing the commercial effectiveness of the relationships and promoting other potential solutions.
  • Maintain a high level of AL product and industry knowledge and share this across the Bank.
  • Maximise and evidence a tangible contribution to new client acquisition across the footings, which is reported and tracked in CRM.
  • Protect and grow the deposit contribution from the target market to support the Bank’s wider liquidity strategy of winning relationship deposits and make a positive contribution to our cost of deposits.
  • Maintain a high level of segment and industry knowledge and share this within Team and across the Bank.
 Client Acquisition
  • Ongoing review and development of the business development strategy and target market as well as new sectors identified, with the support of the Growth enablement team.
  • Satisfying all of the onboarding, KYC and DD requirements.Together with leading the negotiation of any agreements to protect the Bank from all applicable risks.
  • Expand the size and quality of our Deposit book and client base.Review the client base on a regular basis to ensure the clients meet criteria and client strategies are in place across all.
  •  Be responsible for your team’s event strategy and for leading team events
  • Be responsible for your team’s proposition and represent the proposition both internally and externally

Risk

  • Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
  • Maintaining the stewardship of the team and individuals within the team
Key Interfaces:
  • Head of Specialist Commercial and REF
  • Line Reports (Direct & Indirect)
  • Head of Treasury
  • Clients (& client representatives)
  • Business Development
  • Growth Enablement
  • Legal
  • Back-office departments

Person Specification

Knowledge/Experience/Skills:

  • You will have a proven track record in Banking, business development and managing/negotiating new Professional relationships. 
  • You will understand and be a centre of excellence for understanding the regulations that our professional clients operate under.
  • Significant Private or Commercial Banking experience in dealing with HNW individuals or high value commercial/corporate professional clients. 
  • Proven Sales Management experience
  • Experience in dealing with a risk-based culture and maintenance of excellent stewardship
  • Ability to lead your team and contribute where required to a wider Management Committee team
Skills
  • Excellent Interpersonal skills (Networking, Negotiation, Presentation, Influencing)
  • Listening to others and making informed decisions
  • Developing tactical and strategic goals or resolving tactical or strategic issues impacting your team
  • Co-ordination of multi tasks at both client, team, and wider strategic level
  • Excellent Business Development skills
  • Excellent Business Case writing skills
  • Working as a leader and team player
  •  Competent in using Microsoft Office
 
Qualifications
  • Relevant Banking, Financial Planning and/ or Investment Management Qualifications
 

Competencies:

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

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
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