Relationship Manager - Private Bank
- Residency
- 5 years residency required
- Employer
- HSBC Private Bank
- Closing date
- 17 July 2024
- Reference
- 58377
- Contract
- Permanent
- Hours
- Full Time
- Salary
- Negotiable
In this role you will be accountable for assessing client needs, developing a comprehensive investment strategy, co-ordinating sales and execution against that strategy, and monitoring the performance and appropriateness of the client’s overall investment portfolio on an ongoing basis – sometimes with the help of an Investment Councellor.
? Minimum Level 6 Investment qualified requirement (CISI PCIAM, CII Chartered or equivalent).
? Prior Relationship Management and/or Investment Advisory experience within a Private Banking HNW or Wealth Management context is essential.
? Highly self-motivated with exceptional organisational skills
? Outstanding stakeholder management experience.
? Highly autonomic and able to work as part of team as well as on own initiative.
? Exceptional Interpersonal skills, communication skills and an ethical mindset.
- Core skills required
- CV Required
- Keyboard Skills
- References
- How to apply
-
Apply online
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Full job description
![Opens link in new window - Full job description](/_controltemplates/15/C5.Gov2010.Resources/images/newwindow-black.gif)
- Contact name
- Shelley Barrett
- Address
- 1 Grenville Street,St Helier
JE4 9PF