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Job Description
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
Job Responsibilities
  • 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.
Job Requirements
  • 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)
Advantageous
  • Experience with alternative investments: Knowledge of private equity, hedge funds, and real estate investments.
  • Leadership experience: Ability to lead client service teams effectively.
Benefits
  • Generous annual leave and paid time off
  • Flexible working arrangements
  • Employee wellness programmes
  • Access to financial planning resources
Company Culture
  • 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.
How to Apply
  • Once you have logged in and completed your profile, simply click "Apply Now" to add your application for the Select Banker position and share your profile with the recruiter.
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