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Senior Private Banker

Posted by Selby Jennings on 14/09/2018
Postcode
Company name Selby Jennings
Category Other
Contract Permanent
Full/Part time Full time
Salary £ 1 - Negotiable
Description
Summary of Position:


• Accountable for identifying and developing client relationships within the ultra-high net worth and HNW market in UK, EU and internationally.
• Leads new client acquisition and retention through a broad knowledge of investments, banking, wealth management and wealth advisory services.
• Leverages the specialists on local team and within the Global Team in order to provide interdisciplinary expertise and services to complex clients.
• Responsible for the client experience and engaging resources to deliver a complete wealth management and advisory solution.
The responsibilities of the Private Banker:


• Identify, develop and secure new relationships through personal and client referrals, intermediary relationships, internal networks, corporate and investment banking sources and through response to tender/request for proposal requests.
• Maintain the highest levels of service and delivery to existing clients at all times.
• Provide innovative and world class financial solutions to meet client needs.
• Ensure conformity with global and market standards of client service, regulatory compliance, T&C, TCF, KYC, product delivery and operating model.
The requirements for the role:


• The Banker is expected to acquire, develop and service relationships across the UHNW and HNW sector, increasing AUM by £30-£40 million per annum.
• Candidates must be Level 4 qualified.
• Corporate advisory experience is preferred.
The benefits of the position:


• Salary between £80,000-£110,000.
• Discretionary bonus.
• Standard benefits.

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