Private Banker

Job Description

We are seeking a Private Banker to join our team in Portsmouth. The ideal candidate will be responsible for building and managing client relationships, offering tailored financial solutions, and providing expert investment advice. Your role will involve identifying opportunities for clients to achieve their financial goals.

Responsibilities

• Provide expert financial advice tailored to individual client objectives.
• Conduct thorough financial assessments for new clients.
• Engage in continuous professional development to enhance knowledge.
• Actively participate in marketing initiatives to promote products and services.
• Foster long-term client loyalty through exceptional service.
• Utilize financial planning software to create detailed proposals.
• Deliver presentations on investment strategies to clients.
• Monitor compliance with industry regulations and ethical standards.

Requirements

Education

• Bachelor's degree in Economics or a related field
• Postgraduate qualifications are advantageous

Experience

• 5+ years of experience in client-facing roles within financial services

Technical Skills

• Portfolio Management
• Market Research

Soft Skills

• Negotiation Skills
• Problem-solving

Certifications

• CIMA Chartered Management Accountant
• FCA Financial Compliance Certificate

Languages

• English: Fluent

Advantageous

• Experience with estate planning services: Knowledge of estate planning essentials to better serve clients.
• Proficiency in social media marketing: Ability to leverage social media platforms for client acquisition.

Benefits

• Generous annual leave entitlement
• Life insurance and critical illness cover
• Employee assistance program for mental well-being
• Ongoing professional development and training opportunities

Company Culture

• Continuous Improvement: We encourage personal and professional growth through continuous learning and development opportunities.
• Employee Wellbeing: We prioritise the wellbeing of our employees, offering various health and wellness programs.
• Innovative Thinking: We foster a culture of innovation, encouraging new ideas and creative solutions.