Personal banking representative Work, Jobs in Shepton Mallet, Som (with Salaries)

Private Banker (Bristol)
Arbuthnot Latham —Bristol
- Microsoft Office
- Business development
- Financial services
4h

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Private Banker (Bristol)

Arbuthnot Latham -
Bristol

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Job details

4 hours ago

Qualifications

Financial planning
Microsoft Office
Business development
Financial services
Banking
Negotiation

Full job description

Job Description

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.

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)
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

Apply Now

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personal banking representative jobs in shepton mallet, som

Private Banker (Bristol)

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