Private Banking Director
Found in: Appcast UK C C2 - 2 weeks 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 desirable
The incumbent will be responsible for;
- Acquisition of new client relationships and development of existing client relationships within the Private Banking sector
- Selling a range of private banking products to existing and potential clients
- Achieving high levels of service standards and maximize client satisfaction
- Complying 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 services
- Initiate, develop and retain client relationships while contributing actively to the business development and financial goals of the unit. Is jointly involved in client solicitation, presentation and pitching, closing business, and account management
- Complete credit responsibilities such as negotiating of credit terms, collating all the relevant information for the purpose of preparing Facility Applications, credit reviews and reviewing excess reports
- Be responsible for up-to-date compliance, KYC and client profile on each client
- Be responsible for assessing client’s risk tolerance and investment suitability and or appropriateness as and when relevant
- Deputise and support other team members by attending to clients’ needs in their absence whilst adhering at all times to the regulatory competence’s requirements
- Maintain an up-to-date market and investment knowledge in addition to knowledge of the UK property market lending to develop the London branch real estate investment programme
- Responsible for client satisfaction and service quality levels by ensuring that the clients’ needs are met including performing administrative tasks required to meet clients’ expectations
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 years
- Must be RDR Compliant (at least level 4)
- Experience working with NRI's would be highly desirable
- Has the relevant FCA accreditation to undertake an advisory role which includes the Certificate in Securities and Financial Derivatives
- Is conversant with the full range of Private Banking services, including trusts, asset management, wealth management, banking and advisory services
-
Private Banker Uhnw Nri
3 days ago
London, United Kingdom Redstone Private Banking Full timeRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
-
Private Banking Director
Found in: Whatjobs ES C2 - 6 days ago
Greater London, United Kingdom IPOE Consulting Full timePrestigious 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 desirable! The incumbent will be...
-
Private Banking Director
Found in: Talent UK 2A C2 - 3 weeks ago
Greater London, United Kingdom IPOE Consulting Full timePrestigious 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 desirable! The incumbent will be...
-
Private Banking Director
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
Greater London, United Kingdom IPOE Consulting Full timePrestigious 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 desirable! The incumbent will be...
-
Private Banking Director
3 weeks ago
London, United Kingdom IPOE Consulting Full timePrestigious 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 desirable! The incumbent...
-
Private Banking Director
Found in: Jooble UK C2 - 3 weeks ago
London, United Kingdom IPOE Consulting Full timePrestigious 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 desirable! The incumbent...
-
Private Banking Director
3 weeks ago
London, United Kingdom IPOE Consulting Full timeJob Description 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 desirable! ...
-
Private Banking
3 days ago
London, United Kingdom Arbuthnot Latham Full time*** **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 -...
-
Bank Director, Banking and Investments
3 weeks ago
London, United Kingdom IPOE Consulting Full timePrestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. Acquisition of new client relationships and development of existing client relationships within the Private Banking sector Selling a range of private banking products to existing and potential clients Complying...
-
Finance Director at Private Equity Insights
3 weeks ago
London, United Kingdom Private Equity Insights Full timeFinance Director at Private Equity Insights Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about finance? If so, you might be our Finance Director. About us ...
-
Private Banking
4 days ago
London, United Kingdom Arbuthnot Latham Full time*** **_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 -...
-
Account Development Director at Private Equity Insights
Found in: beBee S GB - 3 weeks ago
London, United Kingdom Private Equity Insights Full timeDo you thrive in a fast-paced environment where you gain tremendous responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated, and extremely driven people? Are you curious or passionate about sales? If so, you might be our next Account Development Director.About us"Private Equity Insights is the world's leading...
-
Account Management Director at Private Equity Insights
Found in: beBee S GB - 3 weeks ago
London, United Kingdom Private Equity Insights Full timeDo you thrive in a fast-paced environment where you gain tremendous responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated, and extremely driven people? Are you curious or passionate about sales? If so, you might be our next Account Management Director.About us"Private Equity Insights is the world's leading...
-
Private Banking
4 hours ago
London, United Kingdom Arbuthnot Latham Full time*** The Private Banking Executive (PBE) will primarily focus on providing pro-active support to one to two Private Bankers and their portfolio of clients. They will support Private Bankers (PB) with client acquisition and retention via client contact, but will primarily provide support in the preparation of lending proposals. The PBE will act as a proxy for...
-
Director Transaction Banking Sales, Europe
3 days ago
London, United Kingdom ANZ Banking Group Full timeAbout the role At ANZ our purpose is to shape a world where people and communities thrive. We’re making this happen by improving the sustainability and financial wellbeing of our customers - whether they’re buying a home, building a business or saving for things big or small The Director Transaction Banking Sales, Europe is critical to making this...
-
Finance Director
3 weeks ago
London, United Kingdom Private Equity Insights Full timeFinance Director at Private Equity Insights And are you curious or passionate about finance? If so, you might be our Finance Director. Private Equity Insights is part of United Media ( which focuses on building large-scale industry media and conference products in sectors such as insurance, HR, private equity, retail, etc. As our Finance Director you...
-
Head of Private Banking
Found in: Talent UK 2A C2 - 3 weeks ago
London, United Kingdom Sang Zarrin Full timeAre you a visionary leader with a passion for private banking? Seize the opportunity to helm our client's esteemed boutique institution's private bank, based in the vibrant heart of London. Join us as they set new standards of excellence and embark on an exciting journey of growth and innovation.Why Lead With Them?Prestigious Leadership Role: As Head of...
-
Head of Private Banking
3 weeks ago
London, United Kingdom Sang Zarrin Full timeJob Description Are you a visionary leader with a passion for private banking? Seize the opportunity to helm our client's esteemed boutique institution's private bank, based in the vibrant heart of London. Join us as they set new standards of excellence and embark on an exciting journey of growth and innovation. Why Lead With Them? Prestigious...
-
Ifa Administrator
3 days ago
London, United Kingdom mbf. Full timeWe currently require a Financial Planning Administrator to join one of the oldest Private Banks in London. With offices based close to Picadilly Circus, this business are truly HNW and represent the absolute top end of Wealth Management. You will be workingfrom their professional and vibrant offices which are based in the heart of the West End. You will be...
-
Legal Director
1 week ago
London, United Kingdom UKIB Full timeAbout UK Infrastructure Bank We are the new, government-owned policy bank - launched in June 2021 - providing £22bn of infrastructure finance and partnering with the private sector and local government to finance a green industrial revolution and drive growth across the United Kingdom. We are looking for skilled and results oriented individuals who are...