Our client is looking for a Private Banking Manager to work within the Regulated Investments team.

You’ll be responsible for offering wealth planning advice, using a designated portfolio of ongoing client relationships, as well as introductions from across the Bank and forging your own new relationships.
You’ll identify and address clients financial and banking needs, ensuring you act in their best interest at all times through a high standard of business ethics and compliance with regulatory and statutory requirements.

It’s essential that you have experience in a regulated advice role, with a proven track record of meeting and exceeding the expectation of clients.
You’ll also need to be qualified to level 4 (Diploma) standard, and be able to progress to level 6.
The role will involve taking personal responsibility for relationships with stakeholders, so you’ll need to engage, build and manage relationships both internally and externally.

Please contact ASL for further information on 01534 500000

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