About this role
Role Overview
- Establish and nurture profitable partnerships with corporate and individual clients
- Research and understand the client's industry trends, regulatory landscape, and competitive environment
- Design customized solutions that address the client's specific needs and objectives
- Communicate the value proposition of proposed solutions
- Provide guidance to clients to support their financial decisions
- Assess financial, legal, and operational risks associated with client relationships
- Document all client interactions, transactions, and agreements
- Monitor client satisfaction, revenue generated, and other relevant metrics
Requirements
- Maintaining and deepening relationships within a High Net Worth client base
- Holding RDR Level 4 qualification, complemented by a financial planning qualification
- Demonstrating outstanding relationship-management skills; experience working directly with individuals and families
- Gaining a thorough understanding of clients’ goals, priorities and circumstances
- Knowledge of delivering high quality bespoke advice, maximizing value for clients and negotiating the best commercial outcome.
Benefits
- A growing area for the bank
- Professional development opportunities