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PRIVATE BANKING MANAGER, CF30 - (12 month FTC to perm) - City, London, United Kingdom, EC1A2


PRIVATE BANKING MANAGER, CF30 - (12 month FTC to perm)


The role is to act as a Relationship Manager in relation to private banking customers, intermediating between the Bank and its customers in assessing and meeting their specific and overall banking requirements (to include drawing up new credit and lending facilities). Candidates must be FCA approved to trade client funds on behalf of the bank (CF 30).

The jobholder is responsible for:

(i) Providing day-to-day service to corporate customers

(ii) developing and enhancing the profitability of customer relationships to the extent possible;

(iii) providing advice to customers on the full range of the Bank's products and, with the assistance of product specialists where necessary, explaining the products' uses, comparative advantages and risks and their associated operational and documentation requirements;

(iv) ensuring, where requested, that the relevant departments provide customers with up-to-date quotations as to pricing and trading ideas

(v) remaining current on market trends and related regulatory developments, ensuring that the Bank continues to address customer needs through product innovation and development and that all significant business opportunities are reported to and followed up by the appropriate transaction team or product specialist;

To be considered candidates MUST have Private Banking Relationship Management experience.

This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.