Private Banking Support Specialist (Client & Lending)

Arbuthnot Latham; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prestigious financial services firm in Manchester is seeking a Private Banking Executive to provide support to Private Bankers and manage high-net-worth clients. The candidate will need excellent client-facing skills, a good grasp of banking systems, and be proactive in identifying sales opportunities. Responsibilities include managing client communications, facilitating credit applications, and ensuring compliance with regulations. This role offers a competitive salary and benefits package, including health cover and a discretionary bonus.

Benefits

Competitive salary

BUPA Health cover

Life Assurance

Discretionary bonus

Maternity/paternity policies

Qualifications

• Experience in Client Facing roles is essential.
• Good understanding of HNW segment and market is required.
• Strong written and verbal communications skills are essential.

Responsibilities

• Serve as the main point of contact for clients in day-to-day banking.
• Support Private Bankers in developing and retaining client portfolios.
• Initiate, discuss and complete Credit Applications on behalf of Private Bankers.

Skills

Client Facing experience

Private banking experience

Knowledge of financial markets

IT literacy

Strong communication skills

Time management

Education

CeMAP or equivalent qualification

Tools

Microsoft Office

Job description

A prestigious financial services firm in Manchester is seeking a Private Banking Executive to provide support to Private Bankers and manage high-net-worth clients. The candidate will need excellent client-facing skills, a good grasp of banking systems, and be proactive in identifying sales opportunities. Responsibilities include managing client communications, facilitating credit applications, and ensuring compliance with regulations. This role offers a competitive salary and benefits package, including health cover and a discretionary bonus.