You will be responsible for acquiring and building excellent new client relationships, by developing prospects directly or via established networking practices by leveraging the brand name. You will create individual Wealth Management relationships based on an understanding of client needs both initially and on an ongoing basis. You will apply innovative solutions to client needs using the bank’s worldwide resources working closely with Product and Marketing specialists. You will build and develop a profitable book of clients in the High Net Worth segment.

Key requirements:

• Proven history of experience in private or investment banking or other private client experience, including managing client portfolios and proven working knowledge across all asset classes

• Ability to prospect new clients and work collaboratively within a team

• Conscientious individual with a high level of attention to detail

• Strong Client relationship and negotiation skills

• Entrepreneurial flare and a high level of commitment to the role

• Able to execute role commercially yet maintain client’s interests

• A working knowledge of UK personal taxation

• Ideally of graduate or MBA calibre with existing private client qualifications such as SIC, IMC or AFPC

• Well organised and disciplined approach to follow through on tasks

• Confidence when dealing with sophisticated clients and complex investment portfolios

• Ability to proactively review existing portfolios and initiate ideas to maximise investment strategies for clients

• Knowledge of strategic asset allocation and investment markets.

• Focus on maximising revenue out of client base where appropriate to client needs

• Used to meeting deadlines and working in a target orientated environment