This vacancy is only open to internal (current employees) candidates only

Job purpose

• To manage and lead a team of Private Bankers, Private Banking Executives and Office Support Executives within the either the Manchester, Exeter and Bristol offices or London office.
• To coach and develop the Private Bankers to build profitable wealth management relationships with a portfolio of complex and high net worth (HNW) clients
• To provide mentoring and coaching support to all direct reports to enhance their performance and increase their expertise
• To create a team ethos of maintaining high standards of client service
• To maximise income from the team client base by understanding clients’ requirements and increasing the penetration of products and services to them
• To ensure your team operates within the required risk framework
• To successfully represent the Bank and your team externally and internally
• 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.

• Manage and motivate your 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 performance reviews for your direct reports
• Manage performance issues, escalating longer term complex issues as appropriate
• Represent the banking population at an Executive level and represent the Executive Management at a team level
• Take overall responsibility for your team’s risk and regulatory performance and promote a team risk culture
• Take overall responsibility for team’s financial objectives including strategy for deposit, lending, assets-under-management and wealth planning growth

• Build and implement a marketing and business development strategy in conjunction with the Head of UK Private Banking
• Expand the size and quality of your team’s client base and lead client allocation within the team
• Develop new and existing relationships with Business Introducers, to increase penetration of the wealth management market
• Be responsible for your team’s event strategy and for leading team events
• Be responsible for your team’s specialist proposition and represent the proposition both internally and externally

• Accountable for managing the risks detailed in the department’s RCSA on day-to-day basis.

Knowledge / Experience/Skills

• You will have a proven track record in Wealth Management with broad experience across the financial services industry and detailed knowledge of Private Banking market
• Significant Private Banking experience in dealing with HNW individuals
• Proven Leadership capability
• Proven Sales Management experience

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

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

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

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.