Private Banker (Bristol)

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