HNW Private Banking Partner

Arbuthnot Latham; Bristol; On-site; GBP 50,000 - 80,000; Full time

Job summary

Arbuthnot Latham is expanding its team and is seeking two Private Bankers to join their prestigious Bristol office. The successful candidates will use their expertise to provide tailored services to High Net Worth clients, ensuring exceptional customer service and compliance with regulatory standards.

You will focus on building long-term relationships, managing a criteria client portfolio, and developing business solutions to meet clients' needs. Experience in Private Banking and exceptional interpersonal skills are essential for this position.

Qualifications

• Broad experience across the financial services industry and knowledge of the Private Banking market.
• Private Banking experience with High Net Worth individuals.
• Ability to identify and close cross-sale opportunities.

Responsibilities

• Manage a client portfolio focusing on service excellence and performance.
• Develop a relationship as a strategic partner for Clients.
• Take responsibility for risk and regulatory performance.

Skills

Excellent Interpersonal skills

Excellent Business Development skills

Excellent Business Case writing skills

Relationship Management

Risk Management

Education

Relevant Banking, Financial Planning and/or Investment Management Qualifications

Level 4 qualified including CeMAP expectation

Job description

Arbuthnot Latham is expanding its team and is seeking two Private Bankers to join their prestigious Bristol office. The successful candidates will use their expertise to provide tailored services to High Net Worth clients, ensuring exceptional customer service and compliance with regulatory standards.

You will focus on building long-term relationships, managing a criteria client portfolio, and developing business solutions to meet clients' needs. Experience in Private Banking and exceptional interpersonal skills are essential for this position.