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As a Private Banking Manager with superb communication skills you'll make it happen for your affluent customers by providing the best possible customer service whilst generating revenue for the bank. If you thrive on providing excellent customer service and meeting sales targets then RBS group will give you the opportunities you need to reach your goals. As Private Banking Manager you will proactively build and develop a portfolio of high net worth clients, providing advice upon a broad range of financial matters, in order to maximise the level of client service & provision of cross sales opportunities for the RBS Group Private Channel Requirements •To proactively service existing clients and obtain referrals from new business opportunities and existing client base in a compliant manner in order to achieve business growth objectives (number of new clients, income, and funds introduced into investment portfolios and to increase deposit/lending book) as agreed with the Area Manager •To identify needs and facilitate the provision of other RBS Group services either directly via the Private Baking Channel or by introduction to other appropriate parts of the group •To sell standard Tax, Trusts & Will services to existing clients, either directly or referring to experts in order to meet/exceed specified financial/client objectives Responsibilities Positive responses to a broad cross-section of client satisfaction surveys – including minimum number of complaints/breaches of regulatory requirements The ability to impress clients and other team members with a broad knowledge/understanding of financial services and products To be interested and show an understanding of national/international financial affairs The Individual The successful candidate will have:- •Highly developed relationship skills and previous success in a selling/lead generation role, ideally in a regulated environment •Successful experience of working closely with a cross section of high net worth customers •Highly knowledgeable about financial services/products in the market place – particularly investment, wealth management and banking •Attained IAC 3/ FPC3 or equivalent and CeMap in order to give mortgage advice •Achieved CF 21 qualification ATS Ref Number: 0000763
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