• 5 September 2008
• Reference: JR204791

• Private Banking Manager - Bristol

• Bristol Competitive Permanent
• Benefits: Competitive

A Private Banking Manager is required for the Bristol offices of a globally eminent private wealth manager.

The key purpose of the job is to manage a designated portfolio of client relationships, focusing on the retention of these clients to achieve business targets by providing a quality service to and generating business from the client base in line with agreed business plans and regulatory requirements.

Key responsibilities will be to manage a designated portfolio of customer relationships in order to identify and address customer needs, ensuring that the overall service provided is in line with customer expectations, and the terms of the service offer. You will review customer needs in order to determine their requirements and assess the need for marketing in line with wealth management strategy, recommending appropriate products and services to customers to ensure their requirements are met.

The role requires good relationship managerial skills and experience, as well as good exposure to private clients and banking.

There are several key qualities we are looking for in the ideal candidate for this position:
- Oral & written communication
- Interviewing/presentation
- Self/work organisation
- Analytical skills
- Procedural/product/specialist knowledge.

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Keywords related to this job

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