16 May 2017
Senior Private Banker Guernsey
Job DescriptionOur client is a private bank seeking to recruit a Senior Private Banker. The overall purpose of the role is to build and manage profitable relationships with core private banking clients. To understand the clients’ banking, investment and wealth planning needs and advise on suitable solutions in conjunction with internal and external specialist product providers. Key responsibilities will include: • Develop new business opportunities. • Provision of ongoing client relationship management services to private clients introduced to the Bank and potentially to others allocated to the job holder. • To meet specific financial targets, encompassing AUM’s, NBI and mandate penetration. • Provide suitable advice to clients across the full range of the Bank’s wealth management services. • Ensure that all risk and compliance policies, both internal and external, are observed • Ensure compliance with all internal procedures. • Maintain excellent professional standards through appropriate training and development and keep up to date with developments in the market place. The successful candidate will have: • Relevant previous experience. • Level 4 financial services qualification appropriate for the provision of investment advice. • Level 6 qualification, as above (ideal). • Candidates with specialist Financial Intermediaries experience, at both PB and SPB level would also be considered.
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