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Job Details

 
Aenior Private Banker - Asia Pacific
Referencebs/82377332/00017215
EmployerRBS
SectorPrivate Banking / Broking
SalaryNegotiable
Town/CityLondon - UK
LocationsSouth East
Contract TypePermanent
Date Posted05/01/2010 20:27:00

 
Job Description

A great opportunity has arisen for a Private Banker with proven experience and a successful track record in the Asia Pacific markets to join a highly motivated team within Coutts International Private Banking- Working out of prestigious London offices, this position will appeal to candidates with a passion for their markets and a good network of contacts-



Role Purpose

  • Accountability for delivery of team revenue and volume sales target
  • Sales management of a team of Private Bankers
  • Provide mentoring / coaching support to Private Bankers within Team
  • Build profitable wealth management relationships with a portfolio of complex and/or high value clients
  • Maximise income from that portfolio by understanding clients' requirements and increasing the penetration of products to the customer base
  • Be a supportive member of the team
  • To monitor and control activity within a regulatory and compliant framework
  • Provide mentoring / coaching support to juniors


    Key Responsibilities
    • Contribute to profit, sales and product targets of the Client Group by selling appropriate wealth management services to the portfolio of clients
    • Become the trusted advisor to clients, providing guidance across the full range of wealth management products, and a consistent, credible and accessible point of contact for clients
    • Increase the penetration of wealth management products within the existing and new client base
    • Expand the size and quality of client base through initiating new relationships, developing existing ones and developing relationships with centres of influence, to increase penetration of wealth management market
    • Provide specialist product knowledge to other team members when required
    • Ensure opportunities which fall outside the scope of the Client Group are captured by the most appropriate segment for the client's needs
    • Work with the Senior Manager to ensure that performance management information is accurately recorded and presented
    • Maintain high level of segment/industry knowledge and willingly share this knowledge with colleagues
    • Undertake appropriate ongoing professional development
    • In conjunction with other Private Bankers, ensure the most effective use of Private Banking Officers (PBAs)
    • Manage the time and content of an aligned PBA on a day-to-day basis
    • Provide performance evaluations and reviews for reporting PBAs
    • Identify and implement general, product and Client Group specific training for reporting PBAs
    • Act as a role model for junior staff
    • Maintain and enhance RBS group contacts in new segmented role and ensure the continued flow of introductions which should be channelled to the appropriate Client Group
    • To act in accordance with the regulatory requirements and standards under the Financial Services Authority (FSA)
    • To be fully aware of the obligations and responsibilities placed on individuals who are registered under the FSA's Approved Person regime, in respect of their role and conduct


      The Individual
      • Ideally graduate calibre
      • Must be fluent in English and Mandarin/Cantonese
      • Must be an active networker with HNW Asia Pacific clients and/or have an existing client base/network from the region-

      For those without relevant professional qualifications, the following are Coutts preferred qualifications from the list of FSSC appropriate exams:

      • SII Certification (Certificate in Securities & Derivatives for Retail Clients)
      • OR Investment Management Certificate
      • CeMap or Certificate in Mortgage Advice

      For those with existing professional qualifications, theses should be in accordance with the FSSC list appropriate to the role (see Coutts UK T&C website)


        Other Technical Skills or Knowledge
        • Achieved outstanding success over a significant period at senior manager / partner level in a legal, accountancy, financial advisory, investment or private banking environment
        • Strong knowledge of tax, banking, investment, or  financial planning is essential
        • Sales / business development experience essential
        • Track record of successful revenue generation, selling and closing deals
        • Track record of developing client relationships


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