Private Banker - Northern Region

Bankstcharles

Northern Region, United Kingdom
Client relationship management
Financial goal identification
Risk tolerance assessment
Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs

Job Summary

  • Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
  • Manage client relationships to identify financial goals, challenges, and risk tolerance, analyzing data to identify trends and additional service opportunities.
  • Provide guidance to clients on financial decisions, offering expert investment advice, risk management, and wealth management strategies support.

Matching Summary

Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.

Skills & Requirements

Must-have

  • client relationship management
  • financial goal identification
  • risk tolerance assessment
  • customized solution design
  • wealth management strategies
  • new business origination

Nice-to-have

  • digital technologies engagement
  • external market insight
  • interpretative thinking
  • cross-functional collaboration

Key Requirements

  • Degree level education
  • Appropriate regulatory qualifications
  • Experience managing private client needs
  • Financial Services industry experience
  • Experience in Retail regulated products

Work Rights

Not specified

Tailored Resume

Cover Letter