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.
Design customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
This role is part of our Mass Affluent Business, a growing area for the bank, expanding our ability to support clients with investable assets below £1 million and help close the Advice Gap in the UK.
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
Nurture profitable partnerships
Identify client financial goals
Design customised solutions
Communicate value proposition
Provide expert investment advice
Assess financial, legal, operational risks
Nice-to-have
Build lasting relationships
Listen with care
Adaptability and curiosity
Collaborate with internal teams
Key Requirements
RDR Level 4 or above financial planning qualification
Certification in advising on packaged products
Experience offering personalised planning and investment advice
Solid understanding of financial markets, products, and regulations