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Senior Private Banker

Develop and implement the Business Growth plans relating to the Jersey Branch, with particular emphasis on professional introducers and originating new private client relationships. Responsibility for achieving the targets and objectives of the job holder. Lead meaningful client relationships, providing high quality advice across the range of services offered by Nedbank Private Wealth, placing emphasis on long term wealth planning.

The Senior Private Banker will demonstrate the behaviours we value, which are the 6Cs of Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.

Role specific details

• Lead the client origination strategy, in collaboration with Head of Private Banking Jersey, to meet the business and individual objectives.

• Accountability for the achievement of financial goals.

• Implementation of business planning and strategic objectives.

• Providing a high level of service and advice to new, existing and potential clients of Nedbank Private Wealth (NPW).

• Contributing to the successful expansion of NPW’s operations and to be instrumental in the development of the marketing strategy, directly assisting in raising the profile of the business.

• Promote full proposition, from Banking (including credit), Investment, Wealth Planning and structuring.

• The jobholder will maintain a number of private clients and will act as the main point of contact for the relationship, responsible for advising clients and assessing ongoing suitability.

• The jobholder will be expected to work within a closely regulated regime to offer financial and investment advice to clients that is compliant within those regulations. This front-end advice is to be provided by the jobholder whilst others within the group will undertake the financial management of the assets.

• Duties include the delivery of investment and credit proposals, utilising the support resources available and the assessment of any risks that the Bank faces in providing solutions (both investment and credit).

• Risk management. Ongoing responsibility for maintaining knowledge of clients and expected activity, completing periodic reviews in a timely fashion. A clear and in depth understanding of the Jersey Financial Services Commission Handbook for AML/CFT is expected.

• The jobholder will be expected to travel as necessary to perform duties.

• Will be required to remain fully conversant with bank policies and procedures.

• To provide management information relating to activity, revenue, profitability, and products/services usage. Record all activity via the CRM software provided. Demonstrate best practice in maintaining CRM records and new business opportunities.

• Membership of appropriate committees (this may include the Branch Oversight Committee).

• To undertake such other duties as the Bank may require from time to time.

Qualifications

• Level 6 industry qualification
• CeMAP (preferred, not essential)

Life at Nedbank

We recognise that our people are our most valuable asset; they are at the centre of the company. We recruit individuals who share our dedication, drive and commitment to client service. It is why we are accredited by the Best Companies to Work For as an outstanding company. Supporting our employees is at the heart of what we do, whether it’s through our extensive benefits package or our many social activities and charity fundraisers. Some of our recent events include paddleboarding, cocktail night and our annual rounders evening, to name a few.

We also promote our climate positive workforce through Ecologi, where we fund projects helping fight against climate change, plant trees and reduce our carbon footprint.

Training and development is of the utmost importance to us we’re continually striving to learn, share our knowledge and improve our expertise. We have a dedicated platform for online learning, live training sessions and access to thousands of courses, in addition to supporting our employees in their journey to explore, learn and grow.

Apply

We aim to view and assess all applications as soon as we can but please note that we may not be able to get back to you until after the closing date. We do encourage you to apply well in advance of the deadline to ensure your application is received and we’re able to meet with you as soon as possible if you are successful.

Applying with a disability

We are committed to ensuring a great experience for colleagues with a disability. Should you be successful after the initial application stage, please discuss any adjustments that you may require with your recruitment contact.

Nedbank Private Wealth commitment to diversity

We are proud of the value we place on individuality. We want you to bring your full self to work and maximise your potential. NPWI is a place where everyone can thrive, whatever their gender, ethnicity, disability, sexual orientation and socio-economic background.