Private Banker - London, United Kingdom - eFinancialCareers

eFinancialCareers
eFinancialCareers
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

What you will do:


  • Working to both develop existing and find new relationships with HNW clients.
  • Develop strong relationships with your clients, ensuring that they have access to and understanding of the complete offerings of our client.
  • Handle a portfolio of both assets and liabilities, ensuring that all work complies with both internal and external regulatory and legal polices.
  • Coordinate with internal stakeholders to ensure that the highest quality service is provided to clients.

Competencies:


  • Excellent communication skills, with a particular emphasis on networking.
  • Experience in successful Business Development.
  • High levels of selfmotivation and organisational abilities.

Experience and Qualifications:


  • Relevant experience within Banking, Investment Management, Wealth or Financial Planning.
  • At least CISI level 4 qualified (Level 6 preferred).
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