Private Banking Manager - OXFORD

Job Ref:	FB2837SH	Posted:	04-03-2010
Job Location:	Northamptonshire	Job Type:	Permanent Full - Time
Job Salary:	£40000 per annum
Job Category:	Wealth Management

Description As Private Banking Manager you will:- * Proactively build and develop a portfolio of Affluent by Asset clients, providing advice upon a broad range of financial matters. •Maximise the level of wealth management services and cross selling opportunities, in a compliant manner. • Proactively service existing clients and obtain referrals from new business opportunities and existing client base in order to achieve business growth • To identify needs and facilitate the provision of other services either directly via the Private Baking Channel or by introduction to other appropriate parts of the group. • Up to date & compliant records to ensure relevant internal standards & external regulatory requirements are observed. • Regular liaison with the Private Banking Office and dedicated Private Banking Officer to ensure effective customer contact and to provide input in his/her individual development. Responsibilities             • To be interested and show an understanding of national/international financial affairs. • The additional investment income taken on and sale of new products and leads /activity in line with business plan. The Individual The successful candidate will have:- • Highly developed relationship skills and previous success in a selling/lead generation role in a regulated environment. • Successful experience of working closely with a cross section of high net worth customers. • Highly knowledgeable about financial services/products, particularly investment, wealth management and banking. • Attained IAC 3/ FPC3 or equivalent • A track record in meeting business targets and influencing bottom line figures. • A thorough understanding of Regulated Sales. • A respected reputation as an expert on financial services/products by clients and team members. • Achieved CF 21 status The ideal candidate will have a demonstrable track record in regulated sales          On offer is a very attractive salary, bonus and benefits package synonomous with a Group of this calibre Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.