South West of England 0117 344 5115
South Wales 029 2026 3645
For a personalised service that will keep you informed when the latest opportunities are added to our database.
We will not pass your details to third parties for marketing purposes. Please see our privacy policy for further information.
| Reference: | 88876 |
|---|---|
| Vacancy: | Permanent opportunity |
| Location: | South Glamorgan |
| Salary: | £50,000 - £55,000 |
| Benefits: | plus extensive benefits package |
A significant force within the UK private and commercial banking sectors. Heritage and strong branding afford this business an enviable and highly respected market position achieved and maintained on merit. The business offers a range of products and services covering significant investment products together with expertise in trust, fiduciary, UK tax and banking services. UK network of offices servicing a portfolio of high net worth clients with a discrete and appropriate service.
Assume responsibility for an existing portfolio of high net worth individuals seeking excellence in terms of advice and product. Where appropriate use networking skills to draw attention to available services and products capturing market share and driving overall profitability. Provide "best practice" advice enabling complete client satisfaction dependent upon individual circumstances and expectations.
Credible, intelligent and with exceptional presentation skills creating presence appropriate to the business model and client expectations. Seasoned finance / banking professional naturally comfortable dealing with high net worth individuals and providing innovative solutions. Fully conversant with regulatory frameworks and the vast array of financial products available. A strong communicator equally capable of social exchange as formal negotiations.
Copyright 2006-2009 © Professional Recruitment Ltd.
Professional Recruitment Ltd. is a company registered in England and Wales No. 6901073