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- Tasks: Manage a portfolio of high net worth clients and provide tailored banking and investment advice.
- Company: Join Weatherbys Private Bank, a leader in personalised financial services.
- Benefits: Enjoy competitive salary, professional development, and a dynamic work environment.
- Why this job: Build meaningful relationships while making a real impact on clients' financial journeys.
- Qualifications: Degree educated with relevant certifications and strong client management experience required.
- Other info: This role offers opportunities for growth in a supportive and innovative team.
The predicted salary is between 48000 - 72000 £ per year.
The role of Senior Private Banker is to develop and maintain a portfolio of 100+ private banking clients and to assist them with their banking, credit and investment related needs. Provide regulated mortgage and investment advice to clients and generate income from the client portfolio. Develop strong relationships with clients and clearly communicate the product offering of the Private Bank.
Key responsibilities:
- Take personal responsibility for a portfolio of high net worth clients, heading their complete banking relationship with Weatherbys.
- Fully understand the potential banking needs of both private banking and business clients and generate sustained revenue growth over long-term proactive relationships.
- Identify and recruit potential new clients.
- Increase the volume of client lending and deposits.
- Increase assets under advice in the investment and wealth advice (IWA) service, provide compliant investment advice including suitability, and undertake ongoing monitoring of a client's investments to ensure continued suitability.
- Take full responsibility for credit, lending and security documentation for own portfolio of clients.
- Put the clients’ interests first and execute client instructions in a timely and accurate manner.
- Manage excess control of accounts and sanction credit applications for clients using delegated lending authorities.
- Ensure compliance with all FCA Principles and Rules, other statutes and regulations, investment, mortgage and other Weatherbys standards and procedures whilst maintaining the highest standards of professionalism and ethics.
- Ensure level of training and competence is in line with regulatory investment and regulatory mortgage requirements.
- Handle all regulated and non-regulated complaints received.
- Manage the portfolio lending quality, including management of bad and doubtful debts.
The above is not a definitive list of your duties and you may be required to perform additional tasks as necessitated by your changing role and in line with company objectives.
Skill Requirements:
- Exceptional client servicing and relationship management skills with High Net worth Clients and demonstrable experience in building and managing this client base.
- Excellent verbal and written communications skills.
- Excellent technical banking knowledge and experience of the financial services industry.
- Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients.
- Excellent knowledge of regulated credit agreements/investment advice/deposits/portfolio management services/financial promotions.
- Significant experience in managing client portfolios with respect to client objectives and regulatory requirements.
- Excellent knowledge of the process of assessing both creditworthiness and suitability.
- Good knowledge and understanding of the property purchasing process/security valuation/functioning of land register/account opening.
- Computer literate with a solid understanding of Microsoft Word/Excel.
- Good report writing skills.
- Proactive and innovative approach with a positive attitude.
Training and Qualifications:
- Degree educated or equivalent.
- Certified staff (previously CF30) status and commitment to maintain status as the regulatory requirements change.
- CeMAP Qualification.
- IAD Qualification.
- PCIAM Qualification.
Senior Private Banker employer: Weatherbys Private Bank
Contact Detail:
Weatherbys Private Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Banker
✨Tip Number 1
Network with professionals in the private banking sector. Attend industry events, seminars, and workshops to meet potential colleagues and clients. Building relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Stay updated on current economic trends and financial regulations. Understanding the market will not only help you in interviews but also demonstrate your commitment to the role and your ability to provide informed advice to clients.
✨Tip Number 3
Consider reaching out to current or former employees of Weatherbys Private Bank. They can provide valuable insights into the company culture and expectations for the Senior Private Banker role, which can help you tailor your approach.
✨Tip Number 4
Prepare for potential interview scenarios by practising your client relationship management skills. Role-playing different client situations can help you articulate your strategies for managing high net worth clients effectively.
We think you need these skills to ace Senior Private Banker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high net worth clients and showcases your exceptional client servicing and relationship management skills. Use specific examples to demonstrate your success in managing client portfolios.
Craft a Compelling Cover Letter: In your cover letter, express your passion for private banking and your understanding of the financial services industry. Mention your qualifications, such as CeMAP and IAD, and how they align with the role's requirements.
Showcase Technical Knowledge: Emphasise your technical banking knowledge and experience in investment advice. Include any relevant certifications and your understanding of regulatory requirements to show you are well-prepared for the role.
Highlight Relationship Building: Discuss your ability to develop strong relationships with clients. Provide examples of how you've successfully identified and recruited new clients, and how you've maintained long-term proactive relationships to generate revenue growth.
How to prepare for a job interview at Weatherbys Private Bank
✨Know Your Clients
Before the interview, research the types of high net worth clients the company serves. Be prepared to discuss how you would approach building relationships with these clients and understand their unique banking needs.
✨Demonstrate Technical Knowledge
Brush up on your knowledge of regulated credit agreements, investment advice, and portfolio management services. Be ready to answer technical questions that showcase your expertise in the financial services industry.
✨Showcase Communication Skills
Since excellent verbal and written communication skills are crucial for this role, practice articulating your thoughts clearly. Consider preparing a few examples of how you've effectively communicated complex financial concepts to clients in the past.
✨Stay Informed on Current Affairs
Be aware of global economic and political conditions that could impact clients. During the interview, demonstrate your understanding of current affairs and competitor activity, and how these factors influence client decisions.
