Relationship Manager, Private Banking

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Ready to take the next step in your career with us?

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.

We are currently looking for experienced Private Bankers with relevant UK CISI qualifications, to join a growing team and business with strong growth ambitions. The role holder will have relevant existing experience with ultra high net worth clients either with the NRI (Non-Resident Indian), Middle East or GCNA (Greater China North Asia) markets in the UK.

Responsibilities

• Acquiring, originating, and servicing long-term relationships with HNW clients (minimum threshold of USD5M).
• Maintaining accountability for the performance of own client book.
• Delivering NNM, AUM and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).
• Generating healthy pipeline of target market prospects and converting them into clients.
• Implementing an asset allocation in line with the client needs, and model portfolios as benchmarks.
• Delivering, monitoring, and reviewing solutions to clients based on client investment profile.
• Managing operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
• Maintaining awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Adhere with the highest standards of ethics and compliance with relevant polices, processes and regulations forms part of the culture.

Our IDeal Candidate

• Degree educated and/or proven experience in UK Private Banking with NRI, GCA or Middle Eastern clients
• Proven experience in acquiring UHNW clients (minimum threshold of USD5M and above)
• Level 4 RDR compliant qualification
• Demonstrated ability to originate a network of target prospects
• Good understanding of financial markets and investment products
• Outstanding communication and presentation skills

If you're ready to take on your next challenge, apply now.