Our Client is a globally recognised, successful bank who provide world-class services to various institutions and individuals. Offering a comprehensive range of retail and corporate financial services/products, this thriving business boasts over 10 million active customers in over 700 business locations. Due to business requirements, we are now looking to acquire the services of an experienced Senior Private Banker.
* Please note that this is a hybrid role with 3 days in the office and 2 days working from home
Key Responsibilities:
In this role, you will provide investment advisory services from a first-hand analysis of client needs, preferences and trends. To develop, grow and maintain a strong HNI client base, providing wealth management solutions, mortgage services and other banking services to our target market
Sales Responsibilities
• Support the growth and profitability of the Private Banking Portfolio (Wealth
Management and Mortgages) through solicitations and referrals.
• Develop Sales Leads generation from internal sources, the Bank's group, client referrals and personal network.
• Onboard clients for private banking products and services in accordance with UK and the Bank's UK procedures and regulations.
• Proactively develop client relationships, anticipate and provide solutions to client needs and give high priority to client satisfaction, with responsibility for meeting or exceeding agreed performance targets and objectives, particularly those relating to net new money, income generation, product sales and new client growth targets.
Technical Responsibilities
• Achieve an accurate assessment of a client’s risk profile, suitability and appropriateness for the Bank’s Wealth Management Service ensuring a good outcome for the client.
• Proactively manage the clients’ investment portfolios by applying a range of portfolio management techniques.
Service Responsibilities
• Efficiently collaborate with other stakeholder departments critical to the successful execution of client requests. Live the Bank’s values.
In return we offer a fantastic benefits package including:
* Up to 10% employer pension contribution
* Life Assurance Cover
* Income protection
* Private Medical Insurance plan (upon successful completion of probation period)
* Contribution to glasses/contacts and eye testing
* Gym subsidy (up to £50 per month)
* Cycle to work scheme
* Employee Assistance Program
* Interest Free season ticket loan for travel
* Birthday Leave
* 25 days annual leave, rising to 28 after 3 years and 30 after 8 years’ service
* Give As You Earn (GAYE)
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