Private Banker

  • Part Time
  • Overseas
  • London
  • Salary: £0 - £0


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Company Name - Subscribers only

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Private Banker: (Company Name - Subscribers only)

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London, England Save for Later

Date live: Sep. 25, 2024

Business Area: Private Bank and Wealth Management

Area of Expertise: Relationship Management

Reference Code: JR-0000014406

Contract: Permanent

Where will you be located?

Take a look at the map to see what’s nearby. Train stations & bus stops, gyms, restaurants and more.

The Private Banking team offers bespoke banking and investment solutions to ultra high net worth clients. (Company Name - Subscribers only) Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes. They are also responsible for managing the risk on their book of clients.

To be successful as a Private Banker, you should have experience with

 – The candidate will have strong relationship skills and ideally have experience of managing and handling the needs of private client individuals and Global Indian families. The ideal candidate will be effective in gaining an in-depth understanding of clientsâ?? needs and advising on a diverse range of wealth management solutions, including structured products.

– The ideal candidate will be RDR level four qualified, including Derivatives

– The candidate will ideally have experience in controlling and monitoring of risk within a client book.

Some other highly valued skills may include

 – managing and mentoring colleagues.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London.

This role is regulated by FCA.

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It’s the bridge between the bank’s offerings and clients’ needs, ensuring mutual benefit and long-term success.Â

Accountabilities

  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
  • Research and understanding of the client’s industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
  • Design of customised solutions that address the client’s specific needs and objectives, incorporating a range of products and services from the bank’s portfolio.
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Vice President Expectations

  • Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
  • Manage and mitigate risks through assessment, in support of the control and governance agenda.
  • Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
  • Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
  • Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
  • Adopt and include the outcomes of extensive research in problem solving processes.
  • Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the (Company Name - Subscribers only) Values of Respect, Integrity, Service, Excellence and Stewardship â?? our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the (Company Name - Subscribers only) Mindset â?? to Empower, Challenge and Drive â?? the operating manual for how we behave.

More about working at (Company Name - Subscribers only)

Working in UK

(Company Name - Subscribers only) offices across the UK are designed to be places where our people can come together to do their best work, surrounded by excellent facilities for both work and leisure. These are warm, diverse, supportive communities in some of the UKâ??s best locations, where everyone can thrive.

Hybrid Working

Our approach to hybrid working ensures thereâ??s the right balance of working alongside colleagues at our onsite locations, as required for each role. For business areas that offer a hybrid working experience, this will be in a structured way, where colleagues work at an onsite location on fixed, â??anchorâ??, days of the week. Some roles may require full onsite working. Please discuss the working pattern requirements for the role you are applying for with the hiring manager.

We continue to embed and review our hybrid working environment and remain in a phase of testing and learning. This means that working arrangements could change, with reasonable notice, to align with the needs of our business.

Reasonable Adjustments

(Company Name - Subscribers only) welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review

Working Flexibly

Weâ??re committed to providing an inclusive culture and environment, that recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees globally to work flexibly empowers each of us to work in a way that suits our lives, as well as enabling us to better service our customersâ?? and clientsâ?? needs.

Our approach to working flexibly is designed to support you to balance your life and to accommodate diverse needs, whilst still allowing us to meet our business needs. If youâ??d like to request a flexible working arrangement, please discuss this with your hiring manager.

How to Apply

We’re committed to providing a supportive and simplified experience for our candidates throughout the application and assessment process. Here, you will find information about what to expect and some guidance around your assessment and interview.

While the application process depends on the role, there are some constant steps, which are;

Step 1 – Your application
Step 2 – Your assessment
Step 3 – Your interview
Step 4 – Next steps

We aim to create an inclusive work environment where everyone can reach their full potential. If you require any adjustments to our recruitment process, please click to learn more.

Find out more information

Diversity & Inclusion

(Company Name - Subscribers only) offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.
We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of (Company Name - Subscribers only) to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Right to work

(Company Name - Subscribers only) is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by (Company Name - Subscribers only), or you would require sponsorship from (Company Name - Subscribers only), you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

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The (Company Name - Subscribers only) Way

This is the spirit of (Company Name - Subscribers only). Itâ??s why we exist, what we believe and how we behave. But most importantly, itâ??s how we make decisions, take action and get things done.

Purpose

Working together for a better financial future.

Values

We believe great talent RISES. It acts with Respect, Integrity, Service, Excellence and Stewardship.

Mindset

We discover our full potential through our desire to Empower, Challenge and Drive each other.