Banking Work, Jobs in Thornbury, Bst (with Salaries)

Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Microsoft Office
- Organisational skills
- Front desk
Associate Relationship Manager - Mid Markets
Lloyds Banking Group —Bristol
- From £40,824 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
Senior Associate - Financial Regulation & Disputes
TLT —Bristol
- Full-time
- Hybrid work
- Supervising experience
- Organisational skills
- Communication skills
Treasury Analyst
Imperial Brands —Bristol
- Microsoft Excel
- English
- Microsoft Office
6d
CHIEF FINANCIAL OFFICER
Pryme Financials Ltd —Newport
- Analysis skills
- Leadership
- Banking
Finance Assistant
Community Foster Care —Gloucester
- £25,329.06 - £28,329.92 a year
- Part-time
- Hybrid work
- QuickBooks
- Free parking
- Flexitime
Quick apply
Protective Threat Intelligence Analyst
Lloyds Banking Group —Bristol
- £44,901 - £54,879 a year
- Full-time
- Hybrid work
2d
Finance Assistant - Hospitality
The Assemblies Ltd —Bristol
- £26,500 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Communication skills
- Employee discount
Quick apply
6d
Team Effectiveness & Leadership Programme Assistant Manager
Lloyds Banking Group —Bristol
- £40,824 - £45,360 a year
- Full-time
- Hybrid work
- Leadership
20h
Manager, Security Architect - Financial Services, Enterprise Security
Deloitte —Bristol
- Hybrid work
- Java
- Master's degree
- Bachelor's degree
Customer Service Advisor (Fleet Care)
Ayvens —Bristol
- £27,030 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
18h
Customer Service Associate
Greystar Real Estate Partners LLC —Bristol
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Regional Lead - Direct Relationship Management - South
Allica Bank —Bristol
- Full-time
- Hybrid work
- Business development
- Leadership
- Communication skills
13d
Financial Controller
Osprey Group —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Accounting
- Annual leave
- Employee assistance programme
Head of Finance
Igne Group Ltd —Ross-on-Wye
- £75,000 a year
- ERP systems
- Project management
- Travel
- Annual leave
- Employee discount
Protection Intermediary Distribution Senior Manager
Lloyds Banking Group —Bristol
- £85,493 - £100,580 a year
- Full-time
- Hybrid work
- Sales
- Analysis skills
- Leadership
20h
Private Banker (Bristol)
Arbuthnot Latham —Bristol
- Microsoft Office
- Business development
- Financial services
Stone (Banker) Mason
Meister Masonry Limited —Stroud
- Full-time
- Organisational skills
- Power tools
- Hand tools
- Free parking
- Health & wellbeing programme
Quick apply
1d

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Private Banking - Private Banking Executive

Arbuthnot Latham -
Bristol

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

Microsoft Office
Organisational skills
Front desk
IT
Banking
Time management
Office experience

Full job description

Job Description

The Private Banking Executive (PBE) will primarily focus on providing pro-active 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 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 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 ensue 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 positive experience and expectations are managed and met at all times (where responses are negative that, that these are doubt 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 carryout annual credit reviews
Complete shadow postings of a daily basis
Monitor, prepare and/or complete annual client reviews – maintaining client files in the process

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

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 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 organisational 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

About Us

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

Apply Now

Refine Your Search

banking jobs in thornbury, bst

Private Banking - Private Banking Executive

Associate Relationship Manager - Mid Markets

Senior Associate - Financial Regulation & Disputes

Treasury Analyst

CHIEF FINANCIAL OFFICER

Finance Assistant

Protective Threat Intelligence Analyst

Finance Assistant - Hospitality

Team Effectiveness & Leadership Programme Assistant Manager

Manager, Security Architect - Financial Services, Enterprise Security

Customer Service Advisor (Fleet Care)

Customer Service Associate

Regional Lead - Direct Relationship Management - South

Financial Controller

Head of Finance

Protection Intermediary Distribution Senior Manager

Private Banker (Bristol)

Stone (Banker) Mason

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I want to receive the latest job alerts for banking in thornbury, bst

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