Private Banking Executive

The Private Banking Executive (PBE) will primarily focus on providing pro-active support to one to two Private Bankers and their portfolio of clients. They will support Private Bankers (PB) with client acquisition and retention via client contact, but will primarily provide support in the preparation of lending proposals. The PBE will act as a proxy for the PB, representing them in meetings or communications.

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 service and Sales support

• Main point of contact and accountability for clients in respect to their day-to-day banking
• Building and monitoring client relationships
• Supporting Private Bankers in developing, growing and retaining their portfolio of HNW Clients, ensuring a quality of service is provided at all times.