The combination of the RBS and Coutts brands means that we are able to deliver heritage and quality client service with a truly global reach. Consequently we offer a fully intergrated and comprehensive banking service, targeting the business and personal wealth of high net worth individuals.     

Tasks

You will build and manage a small team, whilst pro-actively developing new and existing business in the growth region of Chile.

Deliver exceptional client service and sophisticated financial advice to a portfolio of HNW and UHNW individuals.

Operate as part of a multi-functional, culturally diverse team.

Work closely with Investment Advisors and promote the Bank’s products and services where appropriate.

Skills

University education, plus ideally professional qualification ie CFA, CFPI, CIIA etc.

Fluent English and Spanish.

Excellent communication and proven client management skills.

Proactive, ‘can-do’ approach- capable of working with strategic thought and action.

Required Experience

Proven experience of working with HNW and UHNW Latin American clients with a particular focus on Chile .

Demonstrable knowledge of the country and culture.

Ability to work in an entrepreneurial, delivery-focused, driven manner.

Other Requirements

To be able to demonstrate a genuine concern for delivering optimum results and service to clients at all times.

Have the ability to operate and think independently whilst being a true team player.

Technical Requirements of the role

Excellent financial knowledge with the ability to discuss credibly all asset classes and explain complex financial products clearly and transparently to clients.

People Management aspects of the role

Management of a Private Banking Assistant.

Financial Management requirements

Proven experience of working to clearly defined annual revenue targets with the ability to deliver results.