Private Banker- Great Opportunity Upto £54K plus Bens
3 days left
- Full Time
We have an exciting opportunity for a Private Banker to join our team based in Leeds. You will be responsible for maintaining excellence in service delivery, deepening relationships with these clients and helping to meet their financial needs. In doing so Private Bankers will deliver commercial value and portfolio growth for the company.
Our people are passionate about truly listening to our customers to make banking more simple, personal and fair. And change like that doesn’t happen unless we all speak up with new ideas and challenge things that could be better.
As a Private Banker, your main responsibilities will involve: Meeting our clients’ needs by providing investment advice of the highest standard Earning and keeping the trust and loyalty of a portfolio of clients by ensuring the best client experience is delivered. Ensuring clients are treated fairly at all times through the provision of high quality and suitable advice that meets their needs Looking for ways to identify clients who may benefit from your advice, including by networking with Retail and Corporate and Commercial Making sure we deliver our promises to clients Managing a portfolio of high net worth clients What we’ll be looking for in you:
Proven skills and experience as a regulated adviser Level 4 diploma qualified Comprehensive knowledge of Wealth Structuring tools, investment approaches, and application of these with high net worth clients A thorough understanding of the regulatory environment associated with banking and investment activities in order to ensure compliance with regulatory requirements A good knowledge and understanding of wider financial markets, with exposure to the full range of banking products and financial planning industry Strong external networking skills demonstrating high credibility Able to work flexible hours to meet customer needs outside of normal working patterns Must be able to work across a large geography in a specified area N/A Rewarding You In addition to your pay and bonus, we offer you a benefits package that’s flexible and allows you to be in control, as well as all the policies, tools and guidance to support you.
For your commitment and success, we offer one of the most competitive basic salaries with a distinct career development opportunity. Other benefits include: £6k car allowance Pension 30 days Holiday plus bank holidays with the option to buy and sell 5 Product discounts Retail and High Street discounts Sharesave Scheme Flex benefits including childcare vouchers We welcome applications from all sections of the community.
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