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Job Details
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| Job Description |
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
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
- For those without relevant professional qualifications, 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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If you are interested in this vacancy, please apply using the buttons below.
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