Our client is a leading Wealth Management organisation based in the City. They are currently looking for a highly experienced UK focused Private Banker to join their team.
The respective individual should possess a proven track record in managing UK High Net Worth and key client relationships; in addition you will have a solid background in private banking.
Key Accountabilities:
You are able to prospect new clients and work collaboratively within a team due to your first-rate communication skills, enthusiasm and high level of commitment to the role.
You are conscientious; detail oriented and is a disciplined individual who always follows through with task within the outlined timeframe.
Further to the above requirements individuals who possess the following experience or skills would be advantageous:
Experience of advising on life assurance, pension and financial planning issues
Confident when dealing with sophisticated clients and complex investment portfolios.
Able to proactively review existing portfolios and initiate ideas to maximise investment strategies for clients.
Knowledgeable of strategic asset allocation, investment markets, structuring and lending.
Able to focus on maximising revenue out of client base where appropriate to client needs.
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