Job Description
Job Responsibilities
To generate business results and acquire new assets across the North East client market, specifically in Yorkshire and surrounding areas
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measure
Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
Required Qualifications, Capabilities, and Skills
Experience working with high net worth individuals across Yorkshire, whether that be individuals with family owned businesses, entrepreneurs, corporate executives, single family offices or endowments/foundations/charities.
Previous business development experience with knowledge in profiling, negotiation and pro-active referral generation
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Strong reputation with an established network
Preferred Qualifications, Capabilities, and Skills
A network and track record of performance, directly linked to the private client market in Yorkshire & the wider North East client market
Asset allocation / multi asset class portfolio exposure
Chartered Financial Analyst (CFA) is a plus
Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
To generate business results and acquire new assets across the North East client market, specifically in Yorkshire and surrounding areas
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measure
Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
Required Qualifications, Capabilities, and Skills
Experience working with high net worth individuals across Yorkshire, whether that be individuals with family owned businesses, entrepreneurs, corporate executives, single family offices or endowments/foundations/charities.
Previous business development experience with knowledge in profiling, negotiation and pro-active referral generation
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Strong reputation with an established network
Preferred Qualifications, Capabilities, and Skills
A network and track record of performance, directly linked to the private client market in Yorkshire & the wider North East client market
Asset allocation / multi asset class portfolio exposure
Chartered Financial Analyst (CFA) is a plus
Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
💡 Quick Summary
Seeking a career-building opportunity? The International Private Bank, Private Banker, UK Domestic Team, Yorkshire position is now open for candidates interested in the Bank Jobs sector. This role in Leeds offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
