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Job Purpose:
To act as a second line of defence role in the assessment and underwriting of a broad range of both Private Product and Commercial sector based credit facilities, reporting to the Head of Credit. To represent Credit as a member of Credit Committee as / when required. The department's responsibilities are comprehensive, from origination through documentation, monitoring a...
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Client service and Sales support
Predominantly supporting Commercial Bankers in developing and growing their portfolio of commercial clients, ensuring a quality of service is provided at all times. Occasionally assisting with Private Bankers in the same way.
Producing account opening packs and completing required searches for on-boarding
Undertake proactiv...
Advertising End Date:
Not Specified
Job Purpose
Offer a sophisticated Commercial Banking service that caters to the unique needs of Owner Managed Independent Businesses, with an expected target client value of £5m+
Develop and enhance relationships with both new to bank and existing HNW Clients' Owner Managed Independent Businesses
Provide effective lending ...
Advertising End Date:
Not Specified
To assist the business in designing and implementing new systems under the direction of the Application Support Manager. To support and design 3 rd party IT applications and systems. To be an escalation and leadership point for the BAU Application Support Team. To fix application and system problems, or any incident that is disrupting the application service that business users depend on.
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Advertising End Date:
Not Specified
Job Purpose
Offer a sophisticated Commercial Banking service that caters to the unique needs of Owner Managed Independent Businesses, with an expected target client value of £5m+
Develop and enhance relationships with both new to bank and existing HNW Clients' Owner Managed Independent Businesses
Provide effective lending ...
Advertising End Date:
Not Specified
To manage all clients within the assigned portfolio in accordance with corporate objectives, approved policy & appetite statements and best practice, ensuring accuracy and integrity of data and records, as well as detecting errors and fraud. Delivering effective client risk management strategies for and provide high quality service to Arbuthnot Commercial Asset Based Lending clients.
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Advertising End Date:
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The primary objective is to oversee all operational aspects of the asset services processes, including but not limited to Trade Settlement, Reconciliation, Dividends and Corporate actions processing. This role will ensure that excellent administrative support is provided to the Investment Management Team with the client at the heart of the service. The Asset Services team work closely with...
Advertising End Date:
Not Specified
Job Purpose
Design, develop and enhance systems to assist the business increasing operational efficiency and reduce operational risks.
Key Responsibilities
• Engage with the business to gather requirements and take ownership for the delivery of development work
within the agreed timelines.
• Use technology appropriately and flexibly, taking i...
Advertising End Date:
Not Specified
Job Purpose
• Develop and maintain trusting and long-standing business relationship with high net worth (HNW) clients to enable you to effectively advise them on complex products in all asset classes, wealth structuring, estate planning, retirement planning and protection
• Create and implement comprehensive and compliant financial solutions for individuals, businesses, an...
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• Client service, retention & happiness - Foster good relations with clients, assisting the SID / SIM / IM / IME with retention, principally as written & telephone support covering non-investment related issues such as administration, service, communication and reporting.
• Investment Manager support – General clerical support to the client team, including mail...