Private Banker (Bristol)

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

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)
• Credit Risk / Onboarding / Operations teams / Arbuthnot Latham Investment Management

Person Specification

Knowledge / Experience/Skills:

• You will havebroad 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.