Tuesday 17 September 2019
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Associate Private Banker - Guernsey

Banking Enquire

 

Type:Permanent
Hours:Full Time
Reference:40447/002
 

Full Description

An exciting opportunity for an Associate Private Banking has arisen at a world leading provider of wealth management services. They have a strong belief in building long-term relationships and it is their goal to create, conserve and grow their clients' wealth. The purpose of this role is to support Private Bankers with the successful management and development of the Banking, Credit and relationship needs of a portfolio of clients. Key responsibilities include:* Provision of credit services, proposals and renewals as well as ongoing effective management of credit facilities* Proactively managing clients to achieve individual and team objectives* To seek out and pursue new opportunities* Conducting regular client reviews (banking, credit & execution only clients)* To work closely with in-house specialists, such as business development, credit advisory, portfolio management and Investment Advisory teams to maximise client service and opportunitiesThe successful candidate will be educated to a minimum of A-Level standard, although degree level would be preferred. They will have a minimum of 3 years experience in a financial institution, whilst those who have worked in a similar role and are holding a Level 4 RDR compliant qualification (or working towards) are encouraged to apply. For further information please contact Faron Le Prevost on 743079 or e-mail your current CV and any relevant information to faron.leprevost@ap-personnel.com

For more information please visit http://www.aplitrak.com/?adid=RmFyb24uMjkzNDEuNzgwOUBhcGdyb3VwLmFwbGl0cmFrLmNvbQ.


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