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