INSERT INTO tblcactusclickthroughs (CTR_AgencyID, CTR_ConsultantID, CTR_VacancyID, CTR_AgentsRef, CTR_JobTitle, CTR_LanguageID, CTR_Date) VALUES ('796', '1080', '11488', '18757', 'Private Banker (Affluent)', '1', NOW())

Private Banker (Affluent)

Duties and responsibilities:
- Identify, develop and secure new relationships through personal and client referrals
- Achieve personal and team targets for new clients, assets and revenues
- Maintain highest levels of service and delivery to existing clients at all times
- Identify new product opportunities and communicate these to the appropriate product specialists
- Offer a range of services depending on client demands, including modelled, bespoke discretionary and advisory portfolios
- Offer banking, credit and FX products to support a wide range of clients’ borrowing needs, including finance for property and luxury purchases
- Provide fiduciary solutions, wealth planning and structuring services plus trust and estate planning
- Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model

Role requirements:
- Strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
- Experience of building a client base using internal and external networks
- Satisfy the FSA criteria for an approved person, both initially and ongoing; this will involve obtaining the relevant qualifications if not already qualified
- Broad experience of the financial services industry

Requirements:
- Educated to degree level
- Excellent interpersonal and communication skills
- Entrepreneurial spirit but with a collegiate approach
- Embraces challenge and evolving environment

Compensation:
A competitive package is on offer to the right candidates.

This job vacancy is no longer active.

Please feel free to look at similar jobs below or use our executive job search facility to find the right job for you.

This job is no longer active.

Search for current jobs