Arbuthnot Latham
Private Banker
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Arbuthnot Latham
Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.
We are expanding our Bristol team and have a rare opportunity to hire two additional Private Bankers, or aspiring professionals ready to step into the role, within our prestigious city-centre office.
In this role, the successful candidate will use their knowledge, experience and networks to help build and support a Private Banking service tailored to the unique needs of High Net Worth (HNW) clients.
You will develop and strengthen relationships with a diverse portfolio of HNW clients, creating long-term, strategic partnerships founded on a collaborative and client-centric approach. Acting as an ambassador for the Bank, you will represent us both externally and internally, demonstrating professionalism, insight and a commitment to exceptional service.
Key Responsibilities
Client Management
- Managing performance to meet 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
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Key Interfaces
- Clients (& Client representatives)
- Private Banking team (including fellow bankers / Private Banking Executives / Credit Analysts)
- Director Private Banking
- Credit Risk / Onboarding / Operations teams / Arbuthnot Latham Investment Management
Person Specification
Knowledge / Experience/Skills
- You will have broad experience across the financial services industry and good 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.
- Competence with Microsoft Office
Competencies
- Planning and Reviewing
- Performance Focus
- Team Working
- Client Focus
- Influencing Others
- Communicating with confidence
About Us
At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth. Our human-scale ethos means that everyone is recognised as an individual, not just a number, creating a workplace where you truly belong and thrive. As a service led, relationship driven bank, in-person collaboration and wellbeing are important to us and drives our inclusive culture. With this in mind, we offer one day a week working from home.
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Benefits
- Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
- Pension via market leading provider
- Private Healthcare cover
- 4x Life Assurance
- Discretionary Bonus
- Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers
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 recruitment@arbuthnot.co.uk. 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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