Job description

Job Summary

The prospective candidate is responsible for driving profitable growth from existing and new clients by proactively engaging the clients, understanding, and meeting their needs with the full range of Private Banking products available.

• Generates target market prospects through a number of innovative and sustainable channels.
• Converts target market prospects into clients
• Grow customer portfolio size by deepening existing customer relationships
• Retain existing high value clients; grow wallet share with the bank through focused relationship management activities
• Cross-sell products & services to existing clients
• Be the main banker for majority of clients in portfolio
• Achieves risk weighted returns on clients portfolio
• Effectively interacts with network and available internal resources to provide solutions which meet client needs
• Delivers, monitors and reviews solutions to clients based on client investment profile
• Solicit New to bank and New to product leads from other key business areas
• Consultative selling of multiple products to clients based on identified leads
• Turn service recovery into sales opportunities
• Refer highly satisfied clients to generate sales
• Analyse and review potential business to ensure maximum profitability
• Collaborate with product specialists to deliver effective client solutions
• Operate within Risk and Compliance framework

• Progress against a balanced scorecard target
• Growth in product cross-holding ratio
• Sustained, steady AUM growth
• Number of new clients to the bank
• Growth in revenue per customer
• Customer satisfaction scores
• Deliver profitable growth for the team by controlling costs and mitigating operational losses
• Deliver positive client performance in line with client investment profiles

• Academic or Professional Education/Qualifications – relevant degree
• Licenses and Certifications/accreditations – as required by role remit and responsibility
• Professional Memberships – as required by role remit and responsibility
• Bank training, i.e. mandatory & developmental
• Languages – fluency in business English
• Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility
• Proven risk management capabilities
• Firm in all business guidelines and compliance issues
• Sound knowledge of financial markets and investment products
• Outstanding communication and presentation skills
• Relationship Management
• Market Knowledge (SIF)

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
 
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
 
Together we:
 
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
 
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.