Director of Private Banking
Published
15th April 2024
Location
London - SW1, United Kingdom
Category
Job Type
Salary
Up to £130,000

Description

Director of Private Banking                          London                                               Up to £130,000

Our client, a Prestigious International Bank seek a Director within Private Banking.

Key Responsibilities:

  • Continue building investment knowledge and be conversant with the full range of private banking products and services: to be competent in banking, credit, investment management solutions, trusts, and real estate advisory services and to act as an effective trusted advisor in the delivery of these services.
  • Initiate, develop and retains client relationships while contributing actively to the business development and financial goals of the unit.
  • Complete credit responsibilities such as negotiating of credit terms, collating all the relevant information for the purpose of preparing Facility Applications, credit reviews and reviewing excess reports.
  • Work closely with our Private Banking team in Head Office to keep abreast of investment solutions and product offerings globally in order to be the client’s window to the wider private banking offering across the bank.
  • Be responsible for up-to-date compliance, KYC and client profile on each client.
  • Be responsible for assessing client’s risk tolerance and investment suitability and or appropriateness as and when relevant.

Skills / Attributes Required:

  • Has worked in a client-facing role within a private banking environment for a minimum of 6 years
  • Must be RDR Compliant
  • Has the relevant FCA accreditation to undertake an advisory role which includes the Certificate in Securities and Financial Derivatives
  • Is conversant with the full range of Private Banking services, including trusts, asset management, wealth management, banking and advisory services
  • Has an extensive network of contacts within the Middle East region
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