Relationship Manager - Private Banking

Recruiter
Willow Resourcing
Location
UK
Salary
Competitive
Posted
11 Aug 2019
Closes
10 Sep 2019
Ref
1222709964
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A Relationship Manager with strong HNW experience is required to grow the Private Banking business across the Wales and South West regions for a leading global bank. The role will be principally based in either the Bristol or Cardiff office but you will spend the bulk of your time meeting clients across the region. The target market will be UK Resident and UK Domiciled clients with investable assets of between £3m and £20m.

The principal purpose of the role is to provide full-service banking and wealth management services to these HNW individual clients through the marketing of Private Bank services. You will be required to establish new client relationships and manage existing clients in order to generate new Assets Under Management (AUM) and increase overall portfolio revenues. You will be targeted to grow revenue, increase AUM of the portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, internal collaboration channels and your own referral network.

You will have extensive investment advisory and relationship management experience gained within a UK Private Banking business, working with HNW clients with at least £1m to invest. You will be qualified to at least RDR Level 6 and possess an excellent working knowledge of investment product solutions and the UK regulatory environment. Outstanding communication and interpersonal skills are essential.

Similar jobs

Similar jobs