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- 20 July 2010
- Reference: JR231271
-
Private Banker
- City of London Competitive Permanent
- Benefits: competitive
A leading global wealth manager providing international private banking to UHN clients are seeking to recruit Private Bankers with proven experience in the PWM industry.
The UK Private Banking team offers bespoke banking and investment solutions to affluent and high net worth clients.
Role requirements
Professional/technical experience
· Strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families.
· Experience of building a client base using internal and external networks.
· Effective in gaining an in-depth understanding of client's needs and advising on a diverse range of wealth management solutions.
· Satisfies the FSA criteria for an approved person both initially and ongoing - this will involve obtaining the relevant qualifications if not already qualified.
· Control and monitoring of risk within client book
· Broad experience of the Financial Services industry, particularly in the areas of Retail regulated products and services to mass market and high net worth customers and asset management.
· Detailed regulatory knowledge in particular of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment.
· Excellent market exposure and multi-disciplined private banking expertise.
Academic and professional qualifications
· Educated to degree level or equivalent
· IMC qualified
Controlled Function AND For Which Company Registered
· Requires FSA approval
Joslin Rowe - Winner of 4 UK Recruiter Awards including Best Accountancy/Financial Recruitment Firm and Best Office Support Agency.
Joslin Rowe is a Randstad company. Joslin Rowe Associates Ltd encourages applications from individuals from all backgrounds but candidates must be able to demonstrate their ability to work in the UK. Joslin Rowe Associates Ltd is acting as an Employment Agency in relation to this vacancy.
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