Private Banker - Eastern Region

Bankstcharles

Norwich, United Kingdom
Not specified
Client relationship management
Financial goals identification
Customized solution design
The Private Banker position at Bankstcharles in Norwich focuses on building strong client relationships to deliver tailored financial solutions to high-net-worth individuals and families. The role emphasizes risk management and strategic advice, requiring previous experience in private banking and relationship management

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, supporting analysis of data to identify trends and additional services.
  • Design customized solutions, communicate value propositions, negotiate terms, and provide guidance on investment advice, risk management, and wealth management strategies.

Matching Summary

Match Score: 85

The Private Banker position at Bankstcharles in Norwich focuses on building strong client relationships to deliver tailored financial solutions to high-net-worth individuals and families. The role emphasizes risk management and strategic advice, requiring previous experience in private banking and relationship management.

Skills & Requirements

Must-have

  • client relationship management
  • financial goals identification
  • customized solution design
  • investment advice provision
  • risk assessment and mitigation
  • client satisfaction monitoring

Nice-to-have

  • discretion and integrity
  • sophisticated client needs
  • collaboration with other functions
  • strategic recommendations
  • market trend updates

Key Requirements

  • Previous experience in Private Banking/Wealth Management
  • RDR Level 4 Qualified
  • Proven experience working in a relationship management role
  • Certified role under PRA & UK Financial Conduct Authority

Work Rights

Not specified

Tailored Resume

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