Senior Private Banker/Private Banker

  • Job Reference: 7414
  • Date Posted: 23 June 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

This is a great role developing, managing and retaining client relationships with key intermediaries, focused on Business Development and Client/Asset gathering, maintenance of existing client book; creation of new portfolio mandates with primary focus; advising across broad range of products and services; meet/exceed individual and team-based financial targets; ensure regulatory training and testing completed; main client focus UHNWI and HNWI; provide guidance to less experienced bankers and assistants.
Knowledge of markets, products and advice (investment management, wealth planning, banking, credit, and capital markets) is required, along with in-depth product knowledge; excellent sales and relationship management, business development and relationship skills; strong knowledge and discipline relating to risk management, compliance, AML and regulatory procedures; knowledge of regulations; client development and retention capabilities; strong commercial acumen; good judgement to prevent fraud and raise alerts; team player; must have Level 4 RDR compliant qualification such as CISI Investment Advice Diploma and desirably a Level 6 qualification such as the CISI Full Diploma and in order to provide regulated credit advise will require Certificate of Mortgage Advice qualification to Level 3.
Five years continuous residence in Jersey required.