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
Vacancy posted 24 days ago
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