Private Banking Advice Manager

01. July 2019

Our client is a well established banking corporation who is wishing to recruit a Private Banking Advice Manager.

Based in Jersey and looking after an established portfolio of local clients, you will be expected to self generate activity and receive new business referrals from within the Group including Expatriate Banking, Islands Retail and UK Retail.

Requisites for this position are:

Prior experience in Private Banking or providing Private Customer experience either in the UK or Offshore
Demonstrate knowledge of leading a team or business unit where a high degree of customer service and risk oversight have been achieved alongside business growth objectives If so we would love to hear from you!
You'll develop long-term profitable relationships with identified key segment clients, focusing on the provision of core Private Banking services, including international investment advice, in line with the Group's strategy.
You'll demonstrate professionalism, integrity and high standards of business ethics, ensuring that the advice provided and the actions taken are aligned with the internal needs of the bank as well as in sync with external regulatory and statutory requirements. You'll ensure your customer’s interests are optimised and business risk is minimised.
You'll nurture the customer relationship with overall responsibility for identifying and meeting customer needs and delivering first class standards of service.
You'll be responsible for delivering planned performance in customer activity at required standards.
You'll provide advice and support on financial planning and banking matters, referring to other product specialists where appropriate and optimising all business opportunities in the customer's best interests.
You'll achieve objectives across all dimensions of the Balanced Scorecard.

Knowledge and Experience
You should be from a regulated advice background and qualified to level 4 (Diploma) standard and be able to progress to level 6.
You'll represent a consistent record of meeting and exceeding the expectation of clients.
You'll possess the ability to actively lead a pool of clients and handle client relationships
You'll be qualified to the requirements of the role as set out in the Professional Standards Framework and possess the ability to apply this knowledge within client interactions (minimum currently RDR Level 4).
You'll demonstrate a proven track record of achieving and exceeding business performance objectives.
You'll have validated experience of providing advice across the range of licenses held.
You'll previously have provided quality advice shown by individual performance and a complaints record within acceptable levels.
You'll be able to articulate partner management skills with introducers, support functions and other necessary support areas.
You'll possess the ability to run own time to improve productivity

If you have a background in Private Banking and Customer Management and this opportunity has piqued your interest, we'd love to hear from you!
All candidates must have 5 years residency

Does this vacancy sound interesting?
Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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