Our client is seeking to appoint a Senior Private Banker/Private Banker. The successful candidate will be responsible for developing, managing and retaining client relationships with key intermediaries as part of a member of a team of private bankers who are focused on one or more target segments. Further, they will focus on Business Development and Client/Asset gathering and maintenance of the existing client book as well as sourcing new portfolio mandates.
§ Level 4 RDR compliant qualification such as the CISI Investment Advice Diploma (IAD), Level 6 qualification such as the CISI Full Diploma would be advantageous
§ In-depth product knowledge and excellent sales and relationship management skills.
§ Business development skills
§ Manages and targets clients and key relationships.
§ Knowledge of regulations applying to the bank, its staff and our clients
§ Ability to develop good knowledge of the wider network
§ Client development and retention capabilities
§ Knowledge of internal risk and conduct management, compliance, AML procedures and constant vigilance in respect of them
For more infomation, please contact Ben on 01534 707811 or email your CV to firstname.lastname@example.org