Assistant Private Banker
Edinburgh
Job Purpose
We are seeking an Assistant Private Banker to support senior banking professionals in managing defined client portfolios. The successful candidate will be responsible for handling day-to-day client administration while delivering an exceptional level of service to a diverse client base.
Key Responsibilities
- Establish and maintain strong working relationships with clients, including through both in-person and online meetings.
- Handle day-to-day banking and administrative matters, including payment processing, account opening, foreign exchange and deposit requirements, with a particular emphasis on retail and commercial clients.
- Assist with the preparation of internal credit applications and the regular monitoring of existing borrowing in accordance with relevant credit policies and procedures.
- Develop a strong understanding of internal banking systems and processes.
- Undertake and support ad-hoc business projects as required, including involvement in new product launches.
- Use effective questioning and listening skills to understand and establish client and prospective client needs.
- Maintain accurate and relevant client records in line with company procedures and data protection requirements.
- Assist with Anti-Money Laundering requirements across a variety of client types.
- Work collaboratively with colleagues across Credit Risk, Client Operations, Financial Crime and other departments to deliver an exceptional client experience and support wider business objectives.
- Complete mandatory training, eLearning and other assigned development activities within required timescales.
Required Skills, Knowledge & Experience
- Preferably educated to UK degree level or equivalent.
- An understanding of how a bank operates and the wider commercial environment in which it operates.
- Awareness of issues likely to affect banking clients and their businesses.
- A strong commitment to delivering excellent client service and working collaboratively as part of a team.
- A genuine desire to develop a long-term career within a progressive private banking environment.
- Strong relationship-building skills.
- Excellent interpersonal and communication skills, both written and verbal.
- Good organisational and administrative skills.
- Good knowledge of Microsoft Office applications.
- Previous people leadership experience would be desirable.
The Opportunity
This is an excellent opportunity for an aspiring private banking professional to join a progressive financial institution in Edinburgh, working closely with senior private bankers and a varied client portfolio.
The role would suit someone with strong client service and relationship management skills who is looking to develop their career within a relationship-led private banking environment.
Who we are at Bayford Hale
Bayford Hale is a specialist financial services recruitment consultancy, connecting talented professionals with leading firms across Wealth Management, Financial Planning, Private Banking and Asset Management.