A leading banking institution wish to recruit a private banking/advice manager to manage relationships with HNW clients in the Sussex regions.
Work with a ready-made portfolio to build on existing relationships with affluent customers. Travel to different locations in a localised area to build a rapport with internal contacts in retail and commercial banking, follow new leads and generate opportunities.
Conducting regular financial reviews to discuss and advise on new services and investment options, understanding the clients financial priorities and long term goals, assisting clients with making the right choices and becoming their trusted advisor.
Proactively maintain your knowledge of the full product range and opportunities/challenges created by evolving financial markets.
Private banking background (Retail/Commercial).
Strong stakeholder management skills
Face to face advice experience
Strong platform/technology experience
Level 4 (diploma in regulated financial planning)
- Private Banking
- Wealth Management
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