Arbuthnot Latham
Private Banking Executive
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Arbuthnot Latham - Private Banking Executive (PBE)
About 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.
Role Overview
The Private Banking Executive (PBE) will primarily focus on providing proactive support to one to two Private Bankers and their portfolio of clients. They will support Private Bankers (PB) with client acquisition and retention via client contact but will primarily provide support in the preparation of lending proposals. The PBE will act as a proxy for the PB, representing them in meetings or communications.
To place the interests of customers at the center 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 Service and Sales Support
- Main point of contact and accountability for clients in respect to their day-to-day banking
- Building and monitoring client relationships
- Supporting Private Bankers in developing, growing, and retaining their portfolio of HNW Clients, ensuring a quality of service is provided at all times
- Will be competent at identifying new sales opportunities
- Undertake proactive client calls and ensure PB’s follow up on all client leads and facilitate client meetings
- Preparing full client briefs and research for private bankers
- Support Insights for Action survey scores (following up insights for action raw data) ensuring interaction is a positive experience and expectations are managed and met at all times (where responses are negative that, those are dealt with effectively and efficiently)
- Manage account maintenance procedures – including account opening and account closing
- Initiate, discuss, and complete Credit Applications on behalf of Private Bankers
- Monitor the return of Facility letters, and completion of LMF/interest rate/fee forms
- Monitor, prepare, and/or carry out annual credit reviews
- Complete shadow postings on a daily basis
- Monitor, prepare, and/or complete annual client reviews – maintaining client files in the process
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General Administration
- Preparing client communications
- Preparing account opening forms
- Responsible for keeping client records updated
- Instigating and maintaining client files
Private Banker’s Organisation
- Organising, maintaining, and coordinating diaries for the Private Bankers (including future planning of meetings, meeting preparation, planning for issues)
- Organise travel schedules
- Support the bank’s Change & innovation agenda
Complete user acceptance testing of technology updates, new functionality & systems used in front office as required
Input to change projects to give ideas, input, and requirements as required
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Risk
- Complete compliance regulatory exams, adhering to both legal and regulatory requirements
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.
Key Interfaces
- Take ownership and support other PBE’s
- Private Banking Teams
- Wealth Management Teams
- Credit
- Maintain excellent relationships with Operations, Treasury, and Compliance
- Other Operations Teams, including Banking Ops, Credit Ops
Person Specification
Knowledge / Experience/Skills
- Front office experience is required
- A good understanding of the HNW segment and market
- Detailed and demonstrable technical knowledge around all areas of Lending
- Detailed knowledge of regulatory requirements covering money laundering and criminal activity
- Strong interest in financial markets
- Knowledge of wealth management in banking products
- Multi-tasking capability
- Ability to work under pressure with a heavy workload
- A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft Office
- Strong written and verbal communications skills are essential for this role
- Excellent time management and organizational skills
Qualifications
- You should be working towards or already hold a valid professional qualification in CeMAP (or equivalent)
Competencies
- Performance Focus
- Client Focus
- Working Proactively
- Communication & Confidence
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