Private Banking
3 months ago
***
**_Job Purpose_**
- Use your knowledge, experience and networks to deliver a sophisticated Private Banking service that caters to the unique needs of High Net Worth (HNW) clients
- Build profitable relationships with a cross-section of HNW Clients by understanding clients’ requirements and increasing the penetration of products and services to them
- Successfully represent the Bank externally and internally
**_Key Responsibilities_**
- Develop and manage a network of personal and business relationships to build a profitable client portfolio
- Develop your relationship with your clients to become their Trusted Advisor and act as a consistent, credible and accessible point of contact for them, as well as a gateway to the Bank’s full range of Wealth Management services
- Develop and present business cases and initiate credit proposals that match financial products to your clients’ needs
- Build and manage a profitable portfolio of HNW clients, (including the management of a loan book) with particular focus on its impact on the P&L and the Balance Sheet
- Provide an outstanding level of service to your clients as evidenced through positive feedback and the client survey results
- Ensure you adhere to the Bank’s risk and regulatory framework at all times, taking responsibility for key clients and important transactions, and your own risk and regulatory performance
- If and where appropriate, fulfil the responsibilities required under the FCA’s Senior Manager and Certification Regimes, and Conduct Rules
**_Key interfaces_**
- Clients (& client representatives)
- Private Banking team (typically made up of 3 to 6 Private Bankers and/or Senior Private Bankers and Private Banking Executives)
- Director, Private Banking
All business areas across the Group**Person Specification**
***
**_Knowledge & Experience_**
- You will have a successful background in Wealth Management with broad experience across the financial services industry and detailed knowledge of Private Banking market
- Private Banking experience (dealing with HNW individuals)
- the ability to identify and close cross-sale opportunities within your portfolio
- a proven track record managing and developing a client book in order to grow the business, acting as a conduit for the Bank’s Wealth Management services, exceptional Relationship Management skills
- experience in the control and monitoring of risk and regulatory responsibilities
**_Skill_**s**
- Excellent Interpersonal skills (Networking, Negotiation, Presentation, Influencing)
- Excellent Business Development skills
- Excellent Business Case writing skills
- Competent using Microsoft Office
**_Qualifications_**
- Relevant Banking, Financial Planning and/ or Investment Management Qualifications
- Level 6 qualified including CeMAP expectation
**_Competencies_**
- Client focus
- Performance focus
- Business & Commercial Focus
- Leading Others
- Team Working
- Influencing Others
- Planning and Reviewing
- Judgment and Problem Solving
- Communication & Confidence
**Under MiFID II this is an Information Giver role**. The role may include discussing information with clients, without the role holder giving their own views or recommendations about the appropriateness for the client of any particular regulated product (for example, Discretionary Investment Portfolios, stocks and shares, life insurance products).
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