This is an excellent opportunity to join the Inpats Private Banking team in Jersey , supporting a portfolio of HNW clients- You will be facilitating unsurpassed client service by pro actively supporting your clients, while further developing your contacts-
Role Purpose
- 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
An Offshore Assignment Policy will be considered however candidates should have previous experience of working in the Channel Islands and have knowledge of the local financial regulations- Those candidates already resident in the Channel Islands will be looked upon favourably-
Key Accountabilities
- 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 Group 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 (PBOs)
- Manage the time and content of an aligned PBO on a day-to-day basis
- Provide performance evaluations and reviews for reporting PBOs
- Identify and implement general, product and Client Group specific training for reporting PBOs
- 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 set down by the Jersey Financial Services Commisson (JFSC)
- To be fully aware of the obligations and responsibilities placed on individuals who are registered under the JFSC Approved Person regime, in respect of their role and conduct
The Individual
- Ideally graduate calibre
- Appropriate benchmark qualification
- The following are RBS Coutts preferred qualifications from the list of FSSC appropriate exams:
- SII Certification (Securities & Derivatives for Retail Clients )
- CeMap or Certificate in Mortgage Advice
- Broad knowledge of tax, banking, investment, or financial planning is essential
- Sales / business development experience desirable
- Significant experience in banking, financial services or professional firm
- Track record of successful revenue generation, selling and closing deals
- Track record of developing client relationships
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