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PRIVATE BANKING RELATIONSHIP MANAGER Job Vacancy, londonPRIVATE BANKING RELATIONSHIP MANAGER

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DA Selection - PRIVATE BANKING RELATIONSHIP MANAGER Jobs


PRIVATE BANKING RELATIONSHIP MANAGER


london / £60-70k benefits

PRIVATE BANKING RELATIONSHIP MANAGER

The Role:

Reporting to the Head of Private Banking, responsibilities will include:

· Formulating and executing a marketing strategy to existing and potential clients · Assessing client risk profiles and advertising on asset allocation · Monitoring clients portfolios, maintaining regular contact with clients · Liaising with all banking departments to provide an excellent client service

   

The Person

· Minimum 3 years? hands-on private banking experience with full CF21 status · Successful record in building and maintaining client relationship · Strong interpersonal skills, self-motivation and good entrepreneurial judgement · Solid knowledge of investment products

 

 

 


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Keywords :CF21, private banking, marketing, asset allocation, portfolio
Reference :pbrm/das
Company :da selection
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