This posting has now expired.
By using the search box below, you will be able to find similar jobs that are currently available in the financial, accounting and banking sectors across the UK.
By using the search box below, you will be able to find similar jobs that are currently available in the financial, accounting and banking sectors across the UK.
Private Banking Manager, Leeds
- UK - West Yorkshire - Leeds
- £40000 - £45000 per annum + car, pension, profit share
- Full-Time Permanent
- Banking - Private Banking / Broking
- Hays Banking
- 05-09-08
Job Description
A fabulous opportunity to join one of the leading banks in Private and Wealth management within the Leeds area.
To proactively build and develop a portfolio of high net worth clients, providing advice upon a broad range of financial matters, in order to maximise the level of client service & provision of cross sales opportunities. To line manage and support their Private Banking Officer in his/her individual development.
To proactively build and develop a portfolio of high net worth clients, in a specific geographic or sector location, in order to maximise the level of wealth management services & cross selling opportunities, in a compliant manner.
To proactively service existing clients and obtain referrals from new business opportunities and existing client base in a compliant manner in order to achieve business growth objectives (number of new clients, income, and funds introduced into investment portfolios and to increase deposit/lending book) as agreed with the Area Manager.
To sell standard Tax, Trusts & Will services to existing clients, either directly or referring to experts in order to meet/exceed specified financial/client objectives.
To maintain up to date & compliant records to ensure relevant internal standards & external regulatory requirements are observed.
To provide line management coaching and support in the development of their Private Banking Officer and encourage confidence in his/her role.
Pass all relevant information to the regional Private Banking Office in a timely & efficient manner in order that client instructions are acted on in a timely and compliant fashion, and so that up to date records can be maintained at all times.
To proactively build and develop a portfolio of high net worth clients, providing advice upon a broad range of financial matters, in order to maximise the level of client service & provision of cross sales opportunities. To line manage and support their Private Banking Officer in his/her individual development.
To proactively build and develop a portfolio of high net worth clients, in a specific geographic or sector location, in order to maximise the level of wealth management services & cross selling opportunities, in a compliant manner.
To proactively service existing clients and obtain referrals from new business opportunities and existing client base in a compliant manner in order to achieve business growth objectives (number of new clients, income, and funds introduced into investment portfolios and to increase deposit/lending book) as agreed with the Area Manager.
To sell standard Tax, Trusts & Will services to existing clients, either directly or referring to experts in order to meet/exceed specified financial/client objectives.
To maintain up to date & compliant records to ensure relevant internal standards & external regulatory requirements are observed.
To provide line management coaching and support in the development of their Private Banking Officer and encourage confidence in his/her role.
Pass all relevant information to the regional Private Banking Office in a timely & efficient manner in order that client instructions are acted on in a timely and compliant fashion, and so that up to date records can be maintained at all times.
- Haley Burnett
- 00188272
del.icio.us
Digg
Facebook
Google
Reddit
StumbleUpon
Yahoo!