Head of Private Banking (SMF3)
International Bank based in London
Salary £180k circa
Hybrid working
Main responsibilities will include but not limited to;
* Managing first line of defence
* Reviews financials budgets on monthly basis and develops strategy to stay on track
* Works and liaises with Private Banking Head Office and other counterparties to grow the London client base and product offering
* Deputises and supports other team members by attending to clients’ needs in their absence whilst adhering at all times to the FCA competences requirements
* To continue building investment knowledge and be conversant with the full range of private banking services: to be competent in trusts, asset management, banking and advisory services and to act as an effective trusted advisor in the delivery of these services
* Initiates, develops and retains client relationships while contributing actively to the business development and financial goals of the unit. Is jointly involved in client solicitation, presentation, closings, account management and development
* To be responsible for up-to-date compliance, KYC and client profile on each client.
* To be responsible for assessing risk tolerance and investment suitability of each client and marketing appropriate products and services
* Sufficient knowledge in trusts, asset management, banking and advisory services and the aim of becoming an effective “trusted advisor” in the delivery of these services to team clients
* To be responsible for client satisfaction and service quality levels by ensuring that the client’s needs are met by performing administrative tasks required to fulfil client requirements
* Remains informed about market trends, customer preferences, and new products
* Contributes to all aspects of the marketing mix including products development
* Completes meeting reports and establishes a follow-up system
* Participates, anticipates, enquires, responds, and prepares written presentations and other documents independently
* Drive forward the Investment and Real Estate book out of London
* Continue to develop Investment and Real Estate offering based on client needs.
* Contributes to the development of Investment and Real Estate offering and all aspects including strategy development and implementation.
* Works with and supports relationship managers to determine customer investment needs and enables solutions adhering to Private Banking guidelines.
If you’d like to discuss this opportunity further please contact us ASAP.
Ideal candidates must have the right to work in the UK. Sponsorship isn’t offered with this position.