International Private Bank, Private Banker, North West Coverage

As a International Private Bank, Private Banker, North West Coverage in Manchester, the work centres on partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal. It would suit someone who can bring warm, steady communication with children and families to the role.

Role overview

Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

Main responsibilities

Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal. To generate business results and acquire new assets across the North East client market, specifically in Yorkshire and surrounding areas. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.

Requirements

• Previous business development experience with knowledge in profiling, negotiation and pro-active referral generation.
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship.
• Experience working with high net worth individuals across Yorkshire, whether that be individuals with family owned businesses, entrepreneurs, corporate executives, single family of.