Senior Private Banking Officer - Isle of Man, United Kingdom - Nedbank Private Wealth

Nedbank Private Wealth
Nedbank Private Wealth
Verified Company
Isle of Man, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Senior Private Banking Officer:

INTERNAL VACANCY - Please Note That This Vacancy Is For Current Nedbank Private Wealth Limited Employees Only


Are you a strong team player who can demonstrate good leadership skills? We're looking for someone who is organised and able to work efficiently under pressure to manage our team of Private Banking Officers in the Isle of Man office.


The role will sit in a team responsible for supporting the Private Bankers to ensure regulatory requirements are met and clients are assisted with onboarding and other queries to our high standards.


Who are we?


Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE.

The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, together with trustee and corporate services to both business and private clients worldwide.


At Nedbank Private Wealth, we value the 6Cs, which are the behaviours we encourage in all of our employees: Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.


Role specific details

  • Assisting in the proactive development of existing and potential client relationships
  • Undertaking clientrelated initiatives and projects as and when required
  • Within the closely regulated regime, preparing investment and lending proposals and all supporting documentation for existing and potential clients when requested to do so by Private Bankers
  • Supporting the Private Bankers to ensure client reviews are completed ahead of any regulatory requirements and are completed to the required standard
  • Supporting Isle of Man based Private Bankers by preparing paperwork, contacting clients and joining meetings where appropriate to complete client reviews
  • When acting as a secondary point of contact for clients, maintaining a high level of service in relation to banking, investments, fiduciary and credit
  • Assisting with onboarding clients introduced by IOM based Private Bankers
  • Complying with the provisions of the Bank's ongoing Training and Competency policy
  • Managing the daytoday needs of the IOM Private Banking Support team members
  • Managing the workflow requirements of the IOM Private Banking team to ensure support is prioritised appropriately
  • Supporting the professional development of the IOM Private Banking Support team members

Qualifications

  • Investment qualification: Attained or working towards Level
  • Lending qualification: Attained or working towards CeMAP

Technical Skills and Experience

  • At least 5 years of experience in banking
  • A strong understanding of the bank's risk appetite and the fundamental risks associated with the portfolio of current clients and prospective clients

Behavioural Competencies and Soft Skills

  • Strong interpersonal and relationship building skills
  • Demonstrate an understanding of business and regulatory risk
  • Ability to work under pressure and meet deadlines with a high degree of accuracy
  • Ability to work on own initiative, reacting quickly and appropriately to client demands in ever changing market conditions
  • Confident with strong decision making skills
  • Ability to demonstrate innovation and creativity
  • Excellent attention to detail
  • Good leadership skills and ability to work well within a team.
  • Adaptable and flexible to deal with the ever changing demands of the role in meeting the needs of clients and the advisory team
  • Excellent organisational and time management skills
  • Ability to develop strong relationships and build trust within the company
  • Excellent verbal and written communication skills with the ability to communicate effectively at all levels
  • A strong team player with a genuine desire to collaborate and assist others
  • Resilient
  • Strong personal drive and commitment

Apply
Closing Date
14/06/2023

Location
Isle of Man

Department
Business Development & Private Banking

Job Title
Senior Private Banking Officer

Salary
Job Level 25

Experience
At least 5 years of experience in banking.

A strong understanding of the bank's risk appetite and the fundamental risks associated with the portfolio of current clients and prospective clients.

City
Douglas

Country
Isle of Man
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