Private Banker (London)
Private Banker (London) | £100,000-£200,000 | Permanent
Posted: N/A

Key Accountabilities:

  • You are able to prospect new clients and work collaboratively within a team due to your first-rate communication skills, enthusiasm and high level of commitment to the role.
  • You are conscientious; detail oriented and is a disciplined individual who always follows through with task within the outlined timeframe.
  • Experience of advising on life assurance, pension and financial planning issues
  • Confident when dealing with sophisticated clients and complex investment portfolios.
  • Able to proactively review existing portfolios and initiate ideas to maximise investment strategies for clients.
  • Knowledgeable of strategic asset allocation, investment markets, structuring and lending.
  • Able to focus on maximising revenue out of client base where appropriate to client needs.

 

 
Job Details
Employment:Full Time
Position:Permanent
Salary:£100,000-£200,000
Start Date:N/A
Company:N/A
Experience:7-10 Years
To apply for this position please send your CV to:
enquiries@chesterwoodllp.com

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