Use your knowledge, experience and networks to help create and support a Private Banking service that caters to the unique needs of High Net Worth (HNW) Clients. Develop and enhance relationships with a cross-section of HNW Clients to create strategic partnerships founded on a comprehensive, knowledgeable and collaborative way of working. Successfully represent the Bank externally and internally.
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 have a successful background in Wealth Management with broad experience across the financial services industry and detailed 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.
#J-18808-Ljbffr