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For Companies At a Glance
- Tasks: Provide top-notch investment advice and manage high-net-worth client portfolios.
- Company: Join FirstBank UK, a leading global bank with a strong reputation.
- Benefits: Enjoy generous pension contributions, private medical insurance, and gym subsidies.
- Why this job: Make a real impact in wealth management while building lasting client relationships.
- Qualifications: Experience in private banking and a passion for client satisfaction.
- Other info: Hybrid work model with excellent career progression opportunities.
The predicted salary is between 48000 - 72000 ÂŁ per year.
Overview
FirstBank UK is a globally recognised, successful bank who provide world-class services to various institutions and individuals. Offering a comprehensive range of retail and corporate financial services/products, this thriving business boasts over 10 million active customers in over 700 business locations. Due to business requirements, we are now looking to acquire the services of an experienced Senior Private Banker.
Note: This is a hybrid role with 3 days in the office and 2 days working from home.
Key Responsibilities
- In this role, you will provide investment advisory services from a first-hand analysis of client needs, preferences and trends. To develop, grow and maintain a strong HNI client base, providing wealth management solutions, mortgage services and other banking services to our target market
- Support the growth and profitability of the Private Banking Portfolio (Wealth Management and Mortgages) through solicitations and referrals.
- Develop Sales Leads generation from internal sources, FirstBank group, client referrals and personal network.
- Onboard clients for private banking products and services in accordance with UK and FirstBank UK procedures and regulations.
- Proactively develop client relationships, anticipate and provide solutions to client needs and give high priority to client satisfaction, with responsibility for meeting or exceeding agreed performance targets and objectives, particularly those relating to net new money, income generation, product sales and new client growth targets.
Technical Responsibilities
- Achieve an accurate assessment of a client’s risk profile, suitability and appropriateness for the Bank’s Wealth Management Service ensuring a good outcome for the client.
- Proactively manage the clients’ investment portfolios by applying a range of portfolio management techniques.
Service Responsibilities
- Efficiently collaborate with other stakeholder departments critical to the successful execution of client requests. Live the Bank’s values.
Benefits
- Up to 10% employer pension contribution
- Life Assurance Cover
- Income protection
- Private Medical Insurance plan (upon successful completion of probation period)
- Contribution to glasses/contacts and eye testing
- Gym subsidy (up to ÂŁ50 per month)
- Cycle to work scheme
- Employee Assistance Program
- Interest Free season ticket loan for travel
- 25 days annual leave, rising to 28 after 3 years and 30 after 8 years’ service
- Give As You Earn (GAYE)
Note: The following statement is included for compliance purposes: First Bank is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.
The Curve Group is First Bank UK’s outsource partner for Recruitment and a \”Data Processor\”. The Curve Group will hold the information you submit but First Bank UK will have access to it. You can find their privacy policy here: https://www.thecurvegroup.co.uk/privacy-policy/
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance and Other
Industries
- Banking
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Senior Private Banker employer: FirstBank UK Limited
Contact Detail:
FirstBank UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Banker
✨Network Like a Pro
Get out there and connect with people in the banking industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about who you know!
✨Showcase Your Expertise
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience in wealth management and client relationship building. Share specific examples of how you've successfully managed portfolios or grown client bases.
✨Prepare for the Interview
Do your homework on FirstBank UK! Understand their services, values, and recent news. This will not only help you answer questions but also show that you’re genuinely interested in the role and the company.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at FirstBank UK.
We think you need these skills to ace Senior Private Banker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Private Banker role. Highlight your experience in investment advisory services and client relationship management. We want to see how your skills align with what FirstBank UK is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this hybrid role. Share specific examples of how you've developed and maintained strong client relationships in the past.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Quantify your successes, like how you grew a client base or exceeded performance targets. Numbers speak volumes, and we love to see them!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at FirstBank UK Limited
✨Know Your Client
Before the interview, research FirstBank UK and understand their client base. Familiarise yourself with their wealth management services and how they cater to high-net-worth individuals. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Relationship Skills
As a Senior Private Banker, building strong client relationships is key. Prepare examples of how you've successfully developed and maintained client relationships in the past. Be ready to discuss your approach to understanding client needs and providing tailored solutions.
✨Understand Regulatory Frameworks
Brush up on the UK regulations surrounding private banking and wealth management. Being able to discuss compliance and risk assessment confidently will show that you take your responsibilities seriously and are well-prepared for the role.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage client portfolios. Think of specific situations where you've had to make tough decisions or adapt strategies to meet client needs, and be ready to share those experiences.
