Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.
Diverse and talented, with exceptionally high professional standards and a passion to deliver the very best for our clients, our people are our most vital asset. Rewarding and challenging, Arbuthnot Latham prides itself on encouraging colleagues to reach their full potential within a supportive and progressive environment. Our value-led culture underpins everything we do and we believe that every colleague contributes to the growth and success of the business.
This is an eight week Industrial Placement starting on 27th June 2022.. The Internship programme is designed for students currently studying and undertaking a relevant University degree
Client service and Sales support
Provide support to the Banker and team as a point of contact and accountability for clients in respect to their day-to-day banking
Supporting the team in developing, growing, and retaining the portfolio of commercial clients, ensuring a quality of service is provided at all times
Support in analysing client book to identify target clients’ needs and attending client meetings to establish strong working relationships
Support in managing account maintenance procedures – including account opening and account closures
Develop a knowledge of structuring and completing credit applications
Develop an understanding of facility letters, and completion of lending transactions on the Bank’s loan administration and banking system
Provide support and awareness in the monitoring, preparation of annual client reviews – maintaining client files in the process
Develop an understanding of monitoring, reviewing and the preparation of drawdown recommendations in development loans following a review of Independent Monitoring Surveyor reports
Supporting Banker and CBE’s in collating loan packs for drawdowns and credit approval
General Administration
Conducting client communications
Preparing account opening forms
Responsible for keeping client records updated
Instigating and maintaining client files
Compliance
Complete compliance regulatory training (as required), adhering to both legal and regulatory requirements
Ensuring money laundering/Know Your Customer procedures are implemented correctly and accurately
Assist Banker in the completion of KYC reviews and submission to compliance
Risk
Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
Key Interfaces
Support other Commercial Banking Executives
Maintain excellent relationships with the wider Bank
Person Specification
Knowledge / Experience
Ability to provide a high level of client service and keeping the client at the heart of everything we do at all times
Working towards acquiring knowledge of regulatory requirements covering money laundering and criminal activity
Ability to develop a network both internally and externally to mutually benefit the team and the Bank
Ability to work under pressure, deal with a heavy workload and meet stretching deadlines
Skills / Qualifications
A good understanding of Microsoft Office
Training will be provided where appropriate
Multi-tasking capability
Competencies
Working proactively
Performance Focused
Communications and Confidence
Influencing Others
Client Focused
Team Working
Application Process
The successful candidate must have the right to work in the UK. Our early career roles are not eligible for company visa sponsorship.
Applications for this programme will be open until we receive enough applications. When that happens, we’ll close the programme to new applications. Please complete your application as soon as possible to avoid missing out.
About Us
Work, Life and Benefits Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people. At Arbuthnot Latham we offer: Agile working (three days a week in the office) Competitive salary, pension & holiday allowance
Arbuthnot Latham offers Private and Commercial Banking as well as Wealth Management. We are entrepreneurial, relationship-led and have a long-term focus. We’re here for our clients.
For business. For family. For life
For further information and updates, please visit www.arbuthnotlatham.co.uk, follow us on Twitter (@ArbuthnotLatham), like our Arbuthnot Latham Motorsport page on Facebook and follow us on Instagram (@arbuthnotlatham1833).
Arbuthnot Latham & Co., Limited is Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
