Our Client is a leading Financial Institution that has an exceptional reputation for delivering outstanding service and solutions to their clients. A challenging opportunity now exists for an Individual who has experience in providing advice in the area of sophisticated wealth solutions to HNW individuals within private bank.
As an integral part of the private banking team your key responsibilities will be to develop, retain and grow this current HNW portfolio. Your main role will be to assist clients in managing their wealth by providing them with investment solutions and communicating complex and strategic direction and advice to a wide variety of HNW clients. As a Private Banker, you will be required to build a solid understanding of your client's financial requirements taking into consideration both investment and gearing strategies, estate planning and tax advice.
Ideally you will be tertiary qualified in a related discipline and RG146 certified. You will have developed your career within Private Banking, Wealth Advice or Investments with a successful track record. Some experience in Investment or Wealth may assist you in providing complex financial and holistic solutions to your client portfolio. You will need to be confident, articulate and possess a strong personality and have the ability to converse with your HNW clients in a very sophisticated manner. Excellent attention to detail and a strong client service philosophy will set you apart from other applicants.
To enquire further about this opportunity, please phone Natasha Diamond on 03 9016 9335 or email your resume to firstname.lastname@example.org