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Private Banking Advice Manager

Location: SHEFFIELD, SOUTH YORKSHIRE Salary: 50000 - 50000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 8 months ago Reference: 3335730
Private Banking Advice Manager

A leading UK bank requires a Private Banking Advice Manager to build on an existing portfolio of affluent clients


•Starting with a ready-made portfolio, you'll build on existing relationships with some of our more affluent customers. You'll also travel to different locations in a localised area to build a rapport with internal contacts in Retail and Commercial banking, and follow the new leads and opportunities they generate.
•Own the whole relationship as a trusted advisor
•Providing a complete private banking service, you'll be rewarded for building long-term, mutually beneficial relationships with a wide range of customers. Your success lies in understanding their financial priorities and long-term goals, helping them understand their choices and providing advice that is right for them.
•Conducting regular financial reviews you'll discuss and advise on new services and investment options. So you'll proactively maintain your knowledge of our full range of products, and the opportunities and challenges created by evolving financial markets. Most importantly, your knowledge, gravitas and professional approach will ensure your clients buy into you. With their interests at the heart of your advice, you'll become their trusted advisor.

Qualifications and experience

You must be qualified to Level 4 (Diploma in Regulated Financial Planning). Ideally you'll already have, or be working towards, Level 6 but support may be available to complete this Advanced Diploma. Whether your background is in Independent Financial Advice, or with another bank or financial institution, pensions experience is essential. You must also demonstrate a considered approach, with the ability to construct written reports and clearly explain options and potential outcomes.

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