Our client a leading Wealth Management/Private Banking organisation is looking for an experienced and driven Private Banker.
You should possess a proven track record in managing High Net Worth and key client relationships; in addition you will have a solid background in private banking, investment banking, taxation or a corporate finance role. You are educated to Degree level. You are able to prospect new clients and work collaboratively within a team due to your first-rate communication skills, enthusiasm and high level of commitment to the role. You are conscientious; detail oriented and is a disciplined individual who always follows through with task within the outlined timeframe.
Further to the above requirements individuals who possess the following experience or skills would be advantageous:
• Experience of advising on life assurance, pension and financial planning issues. • Confident when dealing with sophisticated clients and complex investment portfolios. • Able to proactively review existing portfolios and initiate ideas to maximise investment strategies for clients. • Knowledgeable of strategic asset allocation, investment markets, structuring and lending. • Able to focus on maximising revenue out of client base where appropriate to client needs.
To learn more about this opportunity and similar opportunities please contact Joseph Chesters for a discreet and confidential conversation, +44 203 170 7815.
