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This is an exciting opportunity for a "hands on" Private Banker to work within our Asset Management Division in our Northwich Office. This role will report to the Chief Investment Officer.
The Private Banker's role is to support the wider Private Bank Team in all aspects of managing and maintaining client relationships. The Private Banking Team ensure the provision of investment and other banking solutions to HNWIs. This role is a vital link between Clients, Private Bankers and Operations from initial client introduction and throughout the life of the relationship.
The role will include traditional private banking, along with trading for client portfolios, management of cash balances, overseeing the settlement process and liaising directly with clients to ensure their needs are met.
Your day-to-day responsibilities:
Build Client Relationships:
Demonstrates an in-depth understanding of clients’ businesses and sources of wealth generation
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Develop Client Solutions:
Helps clients achieve broad financial and investment goals related to the management of their wealth
Assist the team in developing tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
Actively assist in developing client relationships
Execute and Drive Results:
Plans and prioritise daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
Assist the wider team in research, development and production of documentation for Business Development
Execution of client trades including initial investments; strategic; tactical changes and rebalancing within portfolios.
Manage all relationships with brokers and custodians for service and regulatory updates.
Regulatory Knowledge as applicable to role
Understanding of all relevant internal processes, procedures, compliance and regulatory requirements e.g. AML, Conduct Risk etc.
To act with integrity at all times and embrace the philosophy of treating our customers fairly
Specialist financial, market, competitor and banking knowledge - appreciation of workings of major global financial markets, market dynamics and market terminology.
Excellent communication skills both orally and in writing
Good IT skills including specialist and industry standard portfolio management software
In-depth accounting knowledge
Excellent attention to detail
Systems implementations and testing in a banking environment
Ability to meet deadlines and perform under pressure
Excellent communications skills
A flexible approach to working hours is a pre requisite as on occasions there will be a need to put in extra hours
Good project management skills
Good analytical and time management skills
Excellent team player
Drive, motivation and initiative.
Why work in Asset Management?
Private Bank is dedicated to helping individuals reach their wealth management and financial goals. You will have the opportunity to provide an exclusive and bespoke service whilst building a professional relationship based on understanding, knowledge, trust and accountability. This role also provides the opportunity to work in a challenging position within a growing area of the Bank.
This exciting opportunity is supported with an attractive reward package.
If you submit your CV for this role you are giving approval for your CV to be submitted to the hiring company under GDPR terms. For full details of our GDPR policy please visit the Nelson Scott website.
- Portfolio Management
- Private Banking
- Wealth Management
- Financial Goals
- Private Bank
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