18 Jul 2017

Private Banker Guernsey

Personnel AppointmentsAnywhere

Job Description

Our client is a private bank seeking to recruit a Private Banker. Purpose of role: The Private Banker is responsible for the successful management and development of a portfolio of high net worth clients. The Private Banker is responsible for both their individual targets but also where appropriate contributing to team with commercial and performance targets. They are expected to be proactively involved in client acquisition activities, through business development, networking and from client referrals including business travel. The role will involve key performance indicators including: revenue targets, assets under management, pitch/proposals and service development from client feedback using a combination of management information, specific client reviews and regular review meetings (including daily huddles). The Private Banker is expected to seek opportunities to improve product sales/penetration, maximising revenue by respecting the group tariff, managing low profitability clients, control of tariff discounting and developing clients with potential. The successful candidate: • Must hold relevant investment qualifications to required local regulator requirements e.g. RDR qualified to the minimum of Level 4 but preferably Level 6. • In order to provide regulated credit advise will require Certificate of Mortgage Advice qualification to Level 4. • The skills, knowledge and experience to provide full range of private banking products and services available, including: investment management, advisory, banking and credit solutions. • A strong knowledge and awareness of compliance, risk, AML and reputational risks ensuring that the product offer and support provided allows them to meet the client’s objectives and to treat them fairly. • The Private Banker is required to embrace and utilise the customer excellence tools to achieve dedicated client time, service quality and enhanced team motivation. For more information please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.

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