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Job Location | All Saints |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Description of the Business Line or DepartmentOur commercial strategy focuses on Client Relationship Management in the following areas across the UK, Channel Islands and Gibraltar: Ensure growth through our key client segments: KCIS (Key Client International Segment), Core Domestic Private Banking, B2B (FIM/EAM) Drive global relationship management, notably by combining our indicators by entity and by private banker (AuM, NNMA, NBI, GOI); Anchor our risk culture, conduct, Customer Excellence and the Group values described in the Leadership Model in our sales force on a daily basis For this role this will include Client/Asset gathering, maintenance of existing client book and actively assisting further expansion. Introduction of new client relationships to the Bank. Creation of new portfolio mandates with primary focus on DPM, ManagedAdvisory and Credit. This role does not permit an APB to provide advice or recommendations (including opinion or judgment) to clients, irrespective of whether a Certified Person is present, this responsibility sits with the Private Banker. Summary of the key purposes of the roleThe purpose of the Associate Private Banker role is to support Private Bankers in the maintenance and development of new and existing client relationships. Is responsible for providing support to one or more Private Banker(s) / Directors in developing, managing and retaining client relationships with high net worth individuals as a member of a team of private bankers who are focused on one or more target segments,ensuring on-going support to the Private Banking Assistants as required Actively assisting in developing client relationships to their full business potential, including weekly pipeline management in consultation with Private Bankers Summary of responsibilities