Regional UK Private Bankers

  • Excellent Remuneration package
  • Manchester, England, United Kingdom
  • 5-7 yrs
  • Dartmouth Partners
  • 02 Apr 19

Our client, a leading global private bank is looking to enhance their presence throughout the key regions in the UK. They have opportunities at various levels from AVP to Director level in various regions with the initial focus being on opportunities in Manchester, Birmingham, Bristol & Cambridge.

Purpose of Role:

  • As a Private Banker you will be identifying, initiating, building and maintaining effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues.
  • Acting as a trusted advisor to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes. 

Responsibilities:

  • Working on your own volition to achieve personal objectives and assist in achieving team targets for new clients, assets and revenues
  • Becoming a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
  • Delivering high quality bespoke advice, maximizing value for our clients and negotiating the best commercial outcome
  • Acting as the key advisory for Wealth Advisory, Discretionary Portfolio Management, Investment Advisory and Global Investments & Solutions
  • Being able and willing to discuss markets, their issues and opportunities with clients
  • Ensuring full compliance with regulatory requirements, 
  • Working on Complex products through the Private Bank; including structured credit, derivative margin trading, direct access to trading desks for equity and FX forwards
  • Supporting Ultra High Net Worth clients / Family Office banking, investment and credit needs as a dedicated Private Banker and team of investment and wealth specialist

Experience & skills:

  • Experienced in controlling and monitoring of risk within a client book
  • Experience in retail regulated products and services to mass market and high net worth customers and asset management
  • You will be certified under the Individual Accountabilities Regulations and hold mandatory regulatory qualifications or minimum qualifications to meet internal company benchmarks 
  • A Degree in technical knowledge and accomplished in applying analytical reasoning and judgement to solve complex problems.
  • Possesses excellent business development/cold calling skills
  • Detailed and up to date knowledge of the relevant markets

 

We regret that due to the high level of applications, only shortlisted candidates will be contacted.