Knowledge / Experience
- Significant experience of the Wealth Management sector and detailed knowledge of the Private Banking market
- Experience of serving advising or managing relationships with HNW individuals
- Proven Business development or Sales/Relationship experience and a track record of winning new clients
- You are an experienced networker who enjoys representing your business across a range of external partners & intermediaries where you have built relationships for success
Skills
- Positive can‐do approach comfortable with driving results and self‐managing
- The ability to differentiate our value through excellent Interpersonal skills (especially Presentation& Influencing)
- Excellent Business Development skills a self‐starter with an appetite for getting out into the market
- You can confidently work a room at events and have experience of developing & delivering successful marketing plans
- You collaborate well with other teams and work for the benefit of the wider firm
- Competent in using Microsoft Office and compiling and tracking management information
- Social media savvy and interested in using technology to improve the client experience
Qualifications
Relevant Banking, Financial Planning and/ or Investment Management Qualifications
Competencies
- Client Focus
- Performance Focus
- Business & Commercial Focus
- Team Working
- Judgment and Problem Solving
- Communication & Confidence