Select Banker

We are searching for a Select Banker to oversee a portfolio of high-net-worth clients at a prestigious financial institution. The role involves developing strong client relationships, providing bespoke financial advice, and maximizing revenue opportunities through strategic solutions.

Category: Finance and Accounting - Accounting
Full-time

• £40,000 - £80,000 / Year

Closing Date: 2025-01-07
Location: London

• Cultivate new client relationships while maintaining existing ones.
• Provide comprehensive financial planning and investment management advice.
• Meet or exceed sales targets and revenue goals to contribute to overall team success.
• Monitor portfolio performance regularly and make recommendations for adjustments.
• Conduct needs analyses to identify areas of opportunity for financial products.
• Engage in continuous learning to improve product knowledge and customer service skills.

• Bachelor's degree in finance, business, or related field
• Financial Analysis Skilled in conducting thorough financial analyses to inform investment decisions.
• Client Management Experience building and maintaining relationships with high-net-worth clients.
• Investment Strategies Proficient in developing tailored investment strategies to meet client needs.
• Communication Exceptional verbal and written communication skills for effective client interaction.
• Negotiation Strong negotiation skills to enhance client relationships and close deals.
• Analytical Thinking Ability to analyze complex financial data and make informed decisions.
• CFA or similar professional certification
• English (Fluent)

• Experience with alternative investments: Knowledge of private equity, hedge funds, and real estate investments.
• Leadership experience: Ability to lead client service teams effectively.

• Generous annual leave and paid time off
• Flexible working arrangements
• Employee wellness programmes
• Access to financial planning resources

• Team Collaboration: We foster an environment of collaboration that empowers teams to achieve common goals.
• Client Focus: Our clients are at the centre of everything we do, ensuring we meet their needs effectively.

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