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Banking Private Wealth
Our client is always looking for motivated and talented individuals to keep developing and growing their thriving business. Currently, they are looking for a Senior Private Banker to be responsible for developing, managing and retaining client relationships with high-net-worth individuals as part of a member of a team of private bankers who are focused on one or more target segments. A strong focus on Business Development and Client/Asset gathering, maintenance of existing client book. Creation of new portfolio mandates with primary focus on DPM and Managed Advisory.
You will need to be a key role model and mentor to support the Private Banking Team Development and ensure that you adhere to and drive a culture that treats clients fairly that focuses on long term sustainability of client relationships.
If you have a Level 4 RDR compliant qualification such as the CISI Investment Advice Diploma (IAD) and derivatives and CeMap or be willing to work towards, then we would really like to hear from you.
Ideally a minimum of 5-7 years’ experience in a client facing financial services/banking role.
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