Senior Private Banker

Overview

Role involves managing a portfolio of private banking clients and providing tailored banking and investment services.

Ideal candidate should have exceptional client servicing skills and significant experience with high net worth clients.

Locations

• United Kingdom, England, London

Requirements

• Degree or equivalent
• Certified staff status
• CeMAP Qualification
• IAD Qualification
• PCIAM Qualification
• Significant experience managing client portfolios

Responsibilities

• Manage a portfolio of high net worth clients
• Provide regulated mortgage and investment advice
• Develop strong client relationships
• Generate income from client portfolio
• Ensure compliance with regulations
• Handle client complaints
• Manage portfolio lending quality
• Identify and recruit new clients