Source Recruitment
Private Banker
Banking / Financial Services
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- Job type
- Full-time
- Contract type
- Permanent
- Location
- Office
- Start date
- Immediately
- Salary
- Not specified
The Position
An exciting opportunity within the high net worth and family office department of a Specialist Bank serving clients principally in the UK and South Africa.
The Responsibilities
The role holder will be responsible for managing and developing a portfolio of high-net-worth clients, family offices, and professional clients. The Private Banker will work closely with various departments within the Group to ensure a seamless client experience and to generate new business opportunities.
Experience / Qualifications / Education
Candidates should have proven experience in managing HNW clients, family offices, and professional clients, a strong understanding of financial products and services, a good understanding of lending parameters and products to generate lending opportunities to the Group, excellent communication and interpersonal skills and a bachelor's degree or relevant industry qualification (CFP, IAD, STEP etc).
Benefits
Highly competitive.
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