Private Banker-London £50k plus

• Location: London
• Duration: Perm
• Salary Range: £50k plus
• Job Reference: 9ABPB
• Description:

We are working on behalf of our client who are looking to recruit an Experienced Private Banker with full CF30 Status (previously known as CF21).
This position will be based in the West End of London and offers an excellent package.
Package will consist of Salary from £50,000 plus depending on level of experience, PPP, Pension after probation period, daily lunch allowance, plus 23 days holiday a year.

The Role:
Reporting to the Head of Private Banking, responsibilities will include:
• Formulating and executing a marketing strategy to existing and potential clients
• Assessing client risk profiles and advertising on asset allocation
• Monitoring clients portfolios, maintaining regular contact with clients
• Liaising with all banking departments to provide an excellent client service
• Taking ownership and responsibility for maintaining and developing dedicated Private Client Base in London/Overseas.
• Taking a proactive role in developing new products/knowledge.
• Working closely with middle and back office to ensure smooth client settlement procedure.
• Required to speak English to good business standard.
The Person
• Minimum 3 years’ hands-on private banking experience with full CF21 status
• Successful record in building and maintaining client relationship
• Strong interpersonal skills, self-motivation and good entrepreneurial judgement
• Solid knowledge of investment products

Competencies:

• Commercial awareness, marketing, selling and commercial negotiation skills.
• The ability to communicate effectively both verbally and in writing and put forward convincing arguments and win commitment for proposals.
• Provide courteous service to existing and potential customers
• Demonstrate commitment to meet and exceed customers’ needs.
• Realise the team’s objectives and participate fully in their achievement.
• Build rapport and effective relationships including team-working within and across departments.
• Gather and analyse data and make rational decisions based on relevant information.
• Cope effectively with pressure and demanding deadlines and have the determination to deal with and resole difficult issues.
• Respond flexibly and positively to constantly changing demands/situations.
• Be aware of and keep abreast of changes in the market and products, legislation and regulation.
• Possess and maintain a full awareness of personal obligations and reporting procedures under the Anti Money Laundering Reporting Regulations.
Please ensure that your cover letter provides a summary of your specific relevant experience / successes and why you are interested in this position.
Please apply separately to each role you are interested in as we do not operate general registration from jobsites.
Due to volume, only those applicants being short-listed will be contacted.
Please let us know if you would rather we did not keep your info on file.

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