Relationship Manager Private Banking

Job Description: Relationship Manager Private Banking

The Client:
Our client is one of the leading Banks/Institutions having a global presence in Private Banking business. They are looking for Relationship Managers in their Private Banking Department as part of their expansion plan in the UK.

Position Summary:

Cultivate new and ongoing relationships with high income/net worth individuals. Maximize the Bank's total engagement with each customer by providing or arranging for a wide array of banking services. Must have broad experience in all aspects of Investments like Structure Notes/ Products, Hedge Funds, Private Equity, Collective Investment Schemes, Bonds, Real Estate-Mortgages/REIT funds, Derivatives and Lending on portfolios. Support standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements.

Deliverables:
Must acquire, build and retain profitable customer relationships with high income/net worth individuals. Must have a HNI individuals existing book to sell private banking products.

Ensure the Bank maximizes its relationship with the customer by making appropriate referrals to other Bank units such as Wealth Management/Corporate Investments.

Demonstrate an in-depth understanding of the relevant market and target customers. Has a track record of using this knowledge creatively and effectively to acquire new relationships.

Ensure an effective sales process by personally building the business, deepening relationships and increasing target relationships.

Comply with established bank policies and procedures. Exercise prudent business judgment in decisions that will affect the customer.

Skills:

Well developed analytical and problem solving skills.
Excellent writing, speaking, and presentation skills.
Must posses networking and business development skills.
Ability to make critical decisions independently.
Able to partner with clients to identify and service unique customer needs.

Education & Certificates:
Must have a bachelor's degree. An MBA degree would be an added benefit. Must be FSA certified to sell regulated products.