What you will do:

• Working to both develop existing and find new relationships with HNW clients.
• Develop strong relationships with your clients, ensuring that they have access to and understanding of the complete offerings of our client.
• Handle a portfolio of both assets and liabilities, ensuring that all work complies with both internal and external regulatory and legal polices.
• Coordinate with internal stakeholders to ensure that the highest quality service is provided to clients.

Competencies:

• Excellent communication skills, with a particular emphasis on networking.
• Experience in successful Business Development.
• High levels of self-motivation and organisational abilities.

Experience and Qualifications:

• Relevant experience within Banking, Investment Management, Wealth or Financial Planning.
• At least CISI level 4 qualified (Level 6 preferred).