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Job Description

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 internship starting on 27th June 2022. The Internship programme is designed for students currently studying and undertaking a relevant University degree.

The Private Banking Team Assistant (TA) in the Specialist Team will primarily focus on providing pro-active support to a team of Private Banking Executives (PBE), Private Bankers (PB) and their portfolio of clients. They will support Private Bankers with client acquisition and retention via client contact but will primarily provide support in the preparation/submission of credit reviews, Know Your Client reviews, account opening and daily transaction reports.

Key responsibilities

Client service and Sales support

  • Manage account maintenance procedures – including account opening and account closing
  • Collation and submission of Credit Applications on behalf of PBE’s and PB’s
  • Monitor the return of Facility letters, and completion of LMF/interest rate/fee forms
  • Monitor, prepare and/or carry out annual credit reviews
  • Complete shadow postings daily
  • Monitor, prepare and/or complete annual client reviews – maintaining client files in the process

General Administration

  • Preparing client communications
  • Preparing account opening forms
  • Responsible for keeping client records updated
  • Instigating and maintaining client files

Private Banker’s organization

  • Organising, maintaining and coordinating diaries for the PB’s (including future planning of meetings, meeting preparation, planning for issues)
  • Organize travel schedules


  • Responsible for managing risks inherent to the role by diligently observing internal policies and procedures

Key Interfaces

  • Working within the team
  • PBE’s
  • Maintain excellent relationships with Operations, Treasury and Compliance

Person Specification

Knowledge / Experience

  • Customer service experience preferred but not essential
  • Strong interest in financial markets and HNW segment and market
  • A curiosity to understand wealth management and banking products
  • Multi-tasking capability
  • Ability to work under pressure

Qualifications / Skills

  • Proficient use of Microsoft Office applications
  • Strong written and verbal communications skills are essential for this role
  • Excellent time management and organizational skills


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

Application Process

We aim to make our application process as simple and as straight forward as possible, but also want to ensure candidates have the appropriate skills for the roles that they are applying for.  Registration is simple and, if eligible for the programme, you will be sent a 30-45 minute online assessment as part of the application process.  If you are successful at the assessment we will be in touch shortly after to arrange the two stage interview 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

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).


About Arbuthnot Latham

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.