Use your knowledge, experience and networks to help create and support a Private Banking service that caters to the unique needs of High Net Worth (HNW) Clients. Develop and enhance relationships with a cross-section of HNW Clients to create strategic partnerships founded on a comprehensive, knowledgeable and collaborative way of working. Successfully represent the Bank 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.
Key Responsibilities:
Client Management
Managing performance to meet demanding business targets and ensure unwavering commitment to service excellence
Developing a relationship as your Clients’ strategic partner in the bank and acting as a gateway to our products and services
Managing a criteria client portfolio (including the management of a loan book) with particular focus on its impact on the P&L and the Balance Sheet
Develop and present business cases that match appropriate financial products to our Client’s needs
Take primary responsibility for management of clients within your portfolio
Client Acquisition
Managing your network of personal and business relationships to acquire, develop and service Clients Risk:
Take overall responsibility for your risk and regulatory performance Responsible for managing risks inherent to the role by diligently observing internal policies and procedures Key Interfaces: Clients (& Client representatives) Private Banking team (including fellow bankers / Private Banking Executives / Credit Analysts) Credit Risk / Onboarding / Operations teams / Arbuthnot Latham Investment Management Person Specification
Knowledge / Experience/Skills: You will have a successful background in Wealth Management with broad experience across the financial services industry and detailed knowledge of the Private Banking market Private Banking experience (dealing with HNW individuals) Ability to identify and close cross sale opportunities within your portfolio Proven track record of delivery Exceptional Relationship Skills Effective management of risk controls and adherence to regulatory requirements Skills
Excellent Interpersonal skills (Networking, Negotiation, Presentation, Influencing) Excellent Business Development skills Excellent Business Case writing skills Qualifications: Relevant Banking, Financial Planning and/ or Investment Management Qualifications Level 4 qualified including CeMAP expectation.
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Managing your network of personal and business relationships to acquire, develop and service Clients Risk:
Take overall responsibility for your risk and regulatory performance Responsible for managing risks inherent to the role by diligently observing internal policies and procedures Key Interfaces: Clients (& Client representatives) Private Banking team (including fellow bankers / Private Banking Executives / Credit Analysts) Credit Risk / Onboarding / Operations teams / Arbuthnot Latham Investment Management Person Specification
Knowledge / Experience/Skills: You will have a successful background in Wealth Management with broad experience across the financial services industry and detailed knowledge of the Private Banking market Private Banking experience (dealing with HNW individuals) Ability to identify and close cross sale opportunities within your portfolio Proven track record of delivery Exceptional Relationship Skills Effective management of risk controls and adherence to regulatory requirements Skills
Excellent Interpersonal skills (Networking, Negotiation, Presentation, Influencing) Excellent Business Development skills Excellent Business Case writing skills Qualifications: Relevant Banking, Financial Planning and/ or Investment Management Qualifications Level 4 qualified including CeMAP expectation.
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