Private banker Bristol wealth management banking financial services
High growth Global Private bank provides High Net Worth, Ultra High Net Worth and Family Office banking, investment and credit needs through a dedicated Private Banker team out of UK, Ireland, Europe, Middle East and Asia offices offering access to a fully bespoke service. As a consequence of growth they are seeking to recruit a number of additional Private Bankers for their Bristol office.
Advising private clients providing bespoke banking services, lending and wealth structuring, in addition to a broad range class range of investment solutions and products across all asset classes. Becoming a key person and subject matter expert within the team for banking products, credit Advice, investment knowledge and more complex client queries Delivering high quality bespoke advice, maximising value for clients Acting as the key advisor for Wealth Advisory, Discretionary Portfolio Management, Investment Advisory and Global Investments & Solutions Identifying, building and maintaining relationships with key internal and external stakeholders in order to develop new revenue streams for new clients.
Essential candidate requirements:
Degree qualified combined with a minimum of Diploma level 4 or chartered level 6 qualified Experience in retail regulated products and services to high net worth private clients High level of Financial understanding Possess strong business development skills Detailed and up to date knowledge of the relevant International markets Strong interpersonal skills with the ability to build long term relationships
What you need to do now
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- Private Banker Wealth management Bristol Financial services High Networth
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