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The Job Title: Private Banking Adviser
The Company: High Street Banking Group |
Quote Job Ref: PB-125-0107
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The
Job Key Features:
• Managing a Portfolio of 250 clients
• Handling all aspects of the Clients Banking requirements
• Very extensive range of services and products
• Building strong working relationships with clients
• You have a PA who does your general administration and books appointments
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The
Package:
• Basic from £38K to £45K - Average earnings £75K
• Monthly / Quarterly / Annual Bonuses
• £4,600 car allowance and expenses
• Generous pension scheme
• Annual profit share (Approx further 10%)
• Entertainment allowance
• Excellent benefits package
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| The
Region: Vacancies can be created for the right candidate. Current important areas are: Orpington - Maidstone - North Sheffield |
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Special
Note:
This role involves working with a Portfolio of very wealthy clients and handling all their banking needs as well as all aspects of Financial Planning. You need reasonably good knowledge on Investments, IHT planning, trusts and taxation. Services include Offshore investments, managing Deposit Portfolios, various forms of Investment Portfolios, Mortgages and Loans. The Bank have various specialists in different fields such as Trust specialists, who you can draw on their expertise. You will also be expected to do a certain amount of entertainment and you will have access to tickets for major events including Wimbledon, Twickenham, Ascot etc. The clients are very receptive and easy to get on with. |
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