Private Banker London, England
Job description
Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive.
This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.
Join us as a Private Banker
- This role is a chance to become a trusted adviser to a dedicated portfolio of clients
- We’ll look to you to build strong client relationships and trust, to enable you to identify, understand and help resolve their financial needs
- You’ll be an ambassador for the business, continually promoting our image, reputation and credibility, while enjoying real variety in your work
What you'll do
This role will see you becoming a trusted adviser to your clients, providing subject matter expertise and excellent service on private banking products. Identifying opportunities to deliver against your clients’ wealth management needs, you’ll drive high client retention and satisfaction, while demonstrating a fundamental commitment to our business principles through outstanding client service.
You’ll also be:
- Expanding the size and quality of your client base by initiating new relationships and developing existing ones
- Providing wealth management product advice and sales to clients
- Ensuring first class regulatory compliance and risk management for your portfolio
- Keeping up to date with financial markets and macroeconomic news so you can communicate effectively to your colleagues and clients
The skills you'll need
Your role will be based on interaction with our clients, so strong interpersonal and communication skills are essential, allowing you to build effective networks in order to exceed their expectations through outstanding service.
You’ll be CeMAP qualified and will have a relevant qualification in accordance with the FCA Training and Competence handbook, covering the advice activity of regulated mortgage contracts. A proven track record in providing complex lending solutions for clients is essential.
We’ll also look to you to have:
- A CISI level 4 certificate, or equivalent
- Knowledge of client profiling, risk analysis and asset allocation
- Proven experience of meeting financial and service targets
- A track record of developing client relationships
If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the Disability Confident Scheme please contact us and we’ll do everything we can to help.
