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Private Banking Manager - Redditch/Bromsgrove
- UK - Hereford & Worcester - Bromsgrove
- £35000 - £40000 per annum
- Full-Time Permanent
- Banking - Private Banking / Broking
- Hays Banking
- 01-12-08
Job Description
We have a Private Banking Manager vacancy with top UK retail bank to be based in the Redditch/Bromsgrove area.
The role will be 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 for Personal Banking & Retail services.
To line manage and support their Private Banking Officer in his/her individual development.
RESPONSIBILITIES:
-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 develop & maintain effective and productive working relations with other parts of the group
-To maintain up to date & compliant records to ensure relevant internal standards & external regulatory requirements are observed.
-To liase regularly with the Private Banking Office and dedicated Private Banking Officer to ensure effective customer contact and to provide input in his/her individual development.
Experience needed:
- Previous success in a selling/lead generation role , ideally in a regulated environment.
-Successful experience of working closely with a cross section of high net worth customers.
-Highly knowledgeable about financial services/products in the market place - particularly investment, wealth management and banking.
-Mature and self-confident individual who can interact well with people of influence.
-Need to have attained IAC 3/ FPC3 or equivalent and CeMap in order to give mortgage advice.
-A track record in meeting business targets and influencing bottom line figures.
-An understanding of Regulated Sales.
Excellent benefits and bonuses on offer!
The role will be 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 for Personal Banking & Retail services.
To line manage and support their Private Banking Officer in his/her individual development.
RESPONSIBILITIES:
-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 develop & maintain effective and productive working relations with other parts of the group
-To maintain up to date & compliant records to ensure relevant internal standards & external regulatory requirements are observed.
-To liase regularly with the Private Banking Office and dedicated Private Banking Officer to ensure effective customer contact and to provide input in his/her individual development.
Experience needed:
- Previous success in a selling/lead generation role , ideally in a regulated environment.
-Successful experience of working closely with a cross section of high net worth customers.
-Highly knowledgeable about financial services/products in the market place - particularly investment, wealth management and banking.
-Mature and self-confident individual who can interact well with people of influence.
-Need to have attained IAC 3/ FPC3 or equivalent and CeMap in order to give mortgage advice.
-A track record in meeting business targets and influencing bottom line figures.
-An understanding of Regulated Sales.
Excellent benefits and bonuses on offer!
- Laura Garwell
- 00190690
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