Private Banking Executive

For experienced banking professionals, the next career move is not always about stepping up, it is often about finding the right environment to make a greater impact.

At Arbuthnot Latham, we believe exceptional banking is built on trusted relationships, expert advice and genuinely personalised service. As a Private Banking Executive, you will play a key role in supporting an established portfolio of high-net-worth clients, becoming a trusted point of contact and helping to deliver the outstanding experience for which we are known.

This is an opportunity to bring your banking expertise to a firm where collaboration is valued, initiative is encouraged, and relationships matter. You'll join a team that combines ambition with a personal touch, empowering colleagues to take ownership, build meaningful connections and deliver exceptional outcomes for clients every day.

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:

• Support high-net-worth clients with their day-to-day banking needs and queries.
• Manage account opening and onboarding requirements.
• Complete ongoing KYC reviews and client due diligence.
• Process payments, transfers, and foreign exchange transactions.
• Support lending applications and associated administration.
• Meet clients and help build trusted, long-term relationships.
• Communicate confidently and professionally by telephone, email and in person.
• Manage the administration and attention to detail behind an established client portfolio.
• Take ownership of tasks and see them through to completion.
• Ensure work is completed accurately, efficiently and within agreed timeframes.
• Maintain exceptional attention to detail and a right-first-time approach.
• Always deliver a high standard of client service.
• Work closely with Relationship Managers to support client relationships.
• Take pride in the quality and accuracy of your work.
• Contribute positively as part of a close-knit and collaborative team.
• Demonstrate initiative, sound judgement and a proactive approach to problem-solving.
• Present a polished and professional image when dealing with clients and colleagues.

Risk

• Complete compliance regulatory exams, adhering to both legal and regulatory requirements
• Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.

Key Interfaces:

• Take ownership and support other PBE’s
• Private Banking Teams
• Wealth Management Teams
• Credit
• Maintain excellent relationships with Operations, Treasury and Compliance
• Other Operations Teams, including Banking Ops, Credit Ops

Person Specification

Knowledge / Experience/Skills:

• Demonstrable private banking, or banking experience.
• A strong understanding of the needs and expectations of high-net-worth clients.
• Excellent organisational and administrative skills.
• Exceptional attention to detail with a commitment to getting things right first time.
• Someone who takes pride in the quality and accuracy of their work.
• The ability to work independently, use their initiative and take responsibility for outcomes.
• A polished, professional, and client-focused approach.
• Is quietly confident, professional and a natural team player.
• Can deal with complex queries calmly and find solutions
• Is organised, thorough and enjoys delivering excellent service.
• A team player who enjoys being part of a close-knit and supportive team.
• Someone who enjoys supporting an established client book and delivering excellent service, rather than being the primary relationship lead.

Qualifications:

• You should be working towards or already hold a valid professional qualification in CeMAP (or equivalent)

Competencies:

• Performance Focus
• Client Focus
• Working Proactively
• Communication & Confidence

About Us

Life, Work and Benefits

At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth. Our human-scale ethos means that everyone is recognised as an individual, not just a number, creating a workplace where you truly belong and thrive.

As a service led, relationship driven bank, in-person collaboration and wellbeing are important to us and drives our inclusive culture. With this in mind we offer one day a week working from home.

Benefits

• Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
• Pension via market leading provider
• Private Healthcare cover
• 4x Life Assurance
• Discretionary Bonus
• Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers