Job Purpose
• Use your knowledge, experience and networks to deliver a sophisticated Private Banking service that caters to the unique needs of High Net Worth (HNW) clients
• Build profitable relationships with a cross-section of HNW Clients by understanding clients’ requirements and increasing the penetration of products and services to them
• Successfully represent the Bank externally and internally
Key Responsibilities
• Develop and manage a network of personal and business relationships to build a profitable client portfolio
• Develop your relationship with your clients to become their Trusted Advisor and act as a consistent, credible and accessible point of contact for them, as well as a gateway to the Bank’s full range of Wealth Management services
• Build and manage a profitable portfolio of HNW clients, (including the management of a loan book) with particular focus on its impact on the P&L and the Balance Sheet
• Provide an outstanding level of service to your clients as evidenced through positive feedback and the client survey results
• Ensure you adhere to the Bank’s risk and regulatory framework at all times, taking responsibility for key clients and important transactions, and your own risk and regulatory performance
• If and where appropriate, fulfil the responsibilities required under the FCA’s Senior Manager and Certification Regimes, and Conduct Rules
Key interfaces
• Clients (& client representatives)
• Private Banking team (typically made up of 1 to 3 Private Bankers and/or Senior Private Bankers and Private Banking Executives)
• Director, Private Banking
• All business areas across the Group