The respective individual should possess a proven track record in managing UK High Net Worth and key client relationships; in addition you will have a solid background in private banking.

Key Accountabilities:

• You are able to prospect new clients and work collaboratively within a team due to your first-rate communication skills, enthusiasm and high level of commitment to the role.
• You are conscientious; detail oriented and is a disciplined individual who always follows through with task within the outlined timeframe.

Further to the above requirements individuals who possess the following experience or skills would be advantageous:

• Experience of advising on life assurance, pension and financial planning issues
• Confident when dealing with sophisticated clients and complex investment portfolios.
• Able to proactively review existing portfolios and initiate ideas to maximise investment strategies for clients.
• Knowledgeable of strategic asset allocation, investment markets, structuring and lending.
• Able to focus on maximising revenue out of client base where appropriate to client needs.

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