Private Banking Relationship Manager

7 days ago

London, Greater London, United Kingdom Agius & Partners Full time

About Agius & Partners

Agius & Partners is a leading provider of private banking services, with a strong presence in London and a reputation for excellence in wealth management.

Job Summary

We are seeking a highly experienced Private Banking Relationship Manager to join our team. As a key member of our private banking team, you will be responsible for managing a portfolio of high net worth clients and providing exceptional service to meet their financial needs.

Key Responsibilities

  • Manage a portfolio of high net worth clients, providing personalized service and financial solutions to meet their needs.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Work closely with our investment team to provide clients with tailored investment advice and solutions.
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients are informed and advised accordingly.

Requirements

  • Minimum of 5-10 years of experience in private banking relationship management.
  • Proven track record of success in managing high net worth clients and delivering exceptional service.
  • Strong understanding of investment products and services, including wealth management, asset allocation, and portfolio management.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

What We Offer

  • Competitive salary and bonus structure.
  • Opportunities for career advancement and professional growth.
  • Collaborative and dynamic work environment.
  • Access to industry-leading training and development programs.

Work Environment

This is a full-time position, requiring in-person work at our London office.

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