Private Banker - REF: 550109
Status -
Permanent
An experienced Private Banker is required to provide a high level of service and financial advice on the full range of banking and investment services to existing and potential clients of this thriving Private Bank. The post holder will be expected to: Act as the main point of contact for the clients within the Bank and be responsible for sourcing and collating all their needs from within or outside of the group and managing these needs, be pro-active in the promotion of the company which will include networking, attending relevant industry events, and writing features for marketing to consider submitting to industry journals. Undertake client investment reviews, in line with Bank Procedure. The successful candidate will hold, or be working towards, a relevant professional qualification.
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