Private Banking Manager

Job Ref:	MF3141PH	Posted:	28-05-2010
Job Location:	Scotland	Job Type:	Permanent Full - Time
Job Salary:	£26000 - £45000 per annum + Bonus, Car Allow & Flexi Bens
Job Category:	Direct Sales/Banking

Description As Private Banking Manager you will proactively build and develop a portfolio of high net worth clients, providing advice upon a broad range of financial matters, in order to maximise the level of client service & provision of cross sales opportunities. Requirements • To proactively build and develop a portfolio of high net worth clients, in a specific geographic or sector location, in order to maximise the level of wealth management services & cross selling opportunities, in a compliant manner. • To proactively service existing clients and obtain referrals from new business opportunities and existing client base in a compliant manner in order to achieve business growth objectives (number of new clients, income, and funds introduced into investment portfolios and to increase deposit/lending book) as agreed with the Area Manager. • To identify needs and facilitate the provision of other services either directly via the Private Banking Channel or by introduction to other appropriate parts of the group. • To sell standard Tax, Trusts & Will services to existing clients, either directly or referring to experts in order to meet/exceed specified financial/client objectives. Responsibilities • Positive responses to a broad cross-section of client satisfaction surveys – including minimum number of complaints/breaches of regulatory requirements. • The ability to impress clients and other team members with a broad knowledge/understanding of financial services and products. • To be interested and show an understanding of national/international financial affairs. • The number of referrals, and retention of clients in line with business plan and personal targets. • 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, ideally in a regulated environment. • Successful experience of working closely with a cross section of high net worth customers. • Highly knowledgeable about financial services/products in the market place – particularly investment, wealth management and banking. • A mature and self-confident nature who can interact well with people of influence. • Attained IAC 3/ FPC3 or equivalent • A track record in meeting business targets and influencing bottom line figures. • An understanding of Regulated Sales. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.