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Up to £50k
On behalf of our client, we are looking for a Private Banker to join their Asset Management Division in their Northwich Office for 12 ? 15 months fixed term contract. The Private Banker's role is to support the wider Private Bank Team in all aspects of managing and maintaining client relationships. This role is a vital link between Clients, Private Bankers and Operations from initial client introduction and throughout the life of the relationship. The role will include traditional private banking, along with trading for client portfolios, management of cash balances, overseeing the settlement process and liaising directly with clients to ensure their needs are met. Previous experience of working in Private Banking essential.
Your day-to-day responsibilities will include:
Build Client Relationships:
Demonstrates an in-depth understanding of clients businesses and sources of wealth generation
Develop Client Solutions:
Helps clients achieve broad financial and investment goals related to the management of their wealth. Assist the team in developing tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
Execute and Drive Results:
Plans and prioritise daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. Manage all relationships with brokers and custodians for service and regulatory updates.
Knowledge as applicable to role
Understanding of all relevant internal processes, procedures, compliance and regulatory requirements
Specialist financial, market, competitor and banking knowledge - appreciation of workings of major global financial markets, market dynamics and market terminology.
Excellent communication skills both orally and in writing
Good IT skills including specialist and industry standard portfolio management software
For more information send a copy of your CV to Sonia@bhal.co.uk or call on 0207 972 9462
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