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Private Banking Manager (CAS), Leicestershire
- UK - Leicestershire
- £40000 - £45000 per annum
- Full-Time Permanent
- Financial Services - Private Banking / Broking
- Hays Insurance & Financial Services
- 02-12-08
Job Description
Experienced Financial Advisor required for a Private Banking Opportunity in Leicestershire.
Candidates will need to be FPC, CEFA, or CF1-5 qualified and currently hold CAS status.
You will need to be able to demonstrate a sound track record of written business, and also acheiving active sales targets.
PURPOSE OF JOB: 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 our clients services. To line manage and support their Private Banking Officer in his/her individual development. (Approved Persons Role CF 21)
· 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.
Providing financial advice on investments to clients with OVER £200,000 to invest. Focuses on wealth planning, inheritance tax planning. Looking for ability to relationship manage a High Net Worth portfolio of clients.
· FPC3, CeFA3/4, CF1-5
· CAS status held
·
SKILLS AND EXPERIENCE REQUIRED FOR EXCELLENCE
·To be the first choice' relationship manager by clients.
·A mature understanding/experience of the full cross-section of types of high net worth client.
·Respected as an expert on financial services/products by clients and team members.
·Immediate impact with people at every level.
·Continued professional development at a higher level.
·Able to overcome serious hurdles to meet business targets and influence bottom line.
Basic Salary up to £45,000
Company Car Allowance
15% Pension
10% Profit Share
Company Benefits.
Providing financial advice on investments to clients with OVER £200,000 to invest. Focuses on wealth planning, inheritance tax planning. Looking for ability to relationship manage a High Net Worth portfolio of clients.
· FPC3, CeFA3/4, CF1-5
· CAS status held
SKILLS AND EXPERIENCE REQUIRED FOR EXCELLENCE
·To be the first choice' relationship manager by clients.
·A mature understanding/experience of the full cross-section of types of high net worth client.
·Respected as an expert on financial services/products by clients and team members.
·Immediate impact with people at every level.
·Continued professional development at a higher level.
·Able to overcome serious hurdles to meet business targets and influence bottom line.
Candidates will need to be FPC, CEFA, or CF1-5 qualified and currently hold CAS status.
You will need to be able to demonstrate a sound track record of written business, and also acheiving active sales targets.
PURPOSE OF JOB: 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 our clients services. To line manage and support their Private Banking Officer in his/her individual development. (Approved Persons Role CF 21)
· 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.
Providing financial advice on investments to clients with OVER £200,000 to invest. Focuses on wealth planning, inheritance tax planning. Looking for ability to relationship manage a High Net Worth portfolio of clients.
· FPC3, CeFA3/4, CF1-5
· CAS status held
·
SKILLS AND EXPERIENCE REQUIRED FOR EXCELLENCE
·To be the first choice' relationship manager by clients.
·A mature understanding/experience of the full cross-section of types of high net worth client.
·Respected as an expert on financial services/products by clients and team members.
·Immediate impact with people at every level.
·Continued professional development at a higher level.
·Able to overcome serious hurdles to meet business targets and influence bottom line.
Basic Salary up to £45,000
Company Car Allowance
15% Pension
10% Profit Share
Company Benefits.
Providing financial advice on investments to clients with OVER £200,000 to invest. Focuses on wealth planning, inheritance tax planning. Looking for ability to relationship manage a High Net Worth portfolio of clients.
· FPC3, CeFA3/4, CF1-5
· CAS status held
SKILLS AND EXPERIENCE REQUIRED FOR EXCELLENCE
·To be the first choice' relationship manager by clients.
·A mature understanding/experience of the full cross-section of types of high net worth client.
·Respected as an expert on financial services/products by clients and team members.
·Immediate impact with people at every level.
·Continued professional development at a higher level.
·Able to overcome serious hurdles to meet business targets and influence bottom line.
- Dan Cashmore
- 189963
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