Private Banking Director
7 days ago
Prestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans.
To be considered for this position, ideal candidates MUST be at least RDR level 4 qualified and have experience of managing a large book of clients.
Experience with NRI's is highly desirableThe incumbent will be responsible for;
Acquisition of new client relationships and development of existing client relationships within the Private Banking sectornSelling a range of private banking products to existing and potential clientsnAchieving high levels of service standards and maximize client satisfactionnComplying with the FCA and anti-money laundering regulations
The incumbent will be expected to;
Continue building investment knowledge and be conversant with the full range of private banking products and services: to be competent in banking, credit, investment management solutions, trusts, and real estate advisory services and to act as an effective trusted advisor in the delivery of these servicesnInitiate, develop and retain client relationships while contributing actively to the business development and financial goals of the unit.
To be considered for this position, ideal candidates must have the following experience, qualifications and skills;
Has worked in a client-facing role within a private banking environment for a minimum of 10 yearsnMust be RDR Compliant (at least level 4)nExperience working with NRI's would be highly desirablenHas the relevant FCA accreditation to undertake an advisory role which includes the Certificate in Securities and Financial DerivativesnIs conversant with the full range of Private Banking services, including trusts, asset management, wealth management, banking and advisory services
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