Private Banker - North East of England

MW recruitment
£100,000 or more
26 Jul 2019
01 Aug 2019
Contract Type
Full Time
My client is a well-respected financial services company seeking an experienced Relationship Manager to help develop and grow their Private Banking business across the North East of England.

The role holder will be principally based in the Manchester office but is expected to work flexibly and remotely across the North West of England.

The target market for the role holder will be UK Resident and UK Domiciled clients with investable assets of between £3m and £20m. The principal purpose is to provide full-service banking and wealth management services to these high-net-worth individual clients through the marketing of services.

The role holder will work alongside Investment Specialists, Strategic Financial Planners and Credit Specialists to achieve a mixture of internal referrals as well as self-generating leads from their own external introducer network, with the objective of growing revenue, increasing AUM of portfolio and increasing inflows of net new money (NNM).

  • Highly organized with a willingness to work under own supervision and remote from immediate line manager.
  • Manage a portfolio of between 10 and 50 family Relationships.
  • Ability to travel to meet clients and internal stakeholders.
  • Manage own time to meet demanding new client acquisition objectives.
  • Represent the Private Bank with internal stakeholders and in the professional community across the North West of England
  • Investment advisory and relationship management experience gained within a UK Private Banking business.
  • Excellent knowledge of investment product solutions and the UK regulatory environment.
  • RDR Level 6 qualification is a minimum requirement of the role.

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