Private Banker

London, England, United Kingdom
16 Oct 2018
19 Oct 2018
Contract type
Full time
Description of role and key responsibilities:

  • Originate new target market clients through lending, transactional banking, savings and foreign exchange.
  • Manage and develop existing relationships with the aim of building and maintaining the portfolio, whilst continually identifying further business opportunities aligned to the client's needs.
  • Consistent and accurate capturing of client information at all touch points.
  • To deliver and exceed on the quantitative and qualitative performance and budget expectations of the role.
  • Delivery of a superior client service that ensures overall TCF(Treating Customers Fairly) principles and that the right client outcomes are achieved.
  • Identify new business opportunities and provide input into the overall development of the banking business within the Private Bank.
  • Identify referral opportunities and partner with other Private Bank and Investec Group specialisations in delivering solutions to our clients.
  • To ensure that expectations, rules and guidance of the FCA are met within the business.
  • Understanding, buy-in and practice of Investec's culture and values.
  • Where undertaking lending activities:
  • To originate, assess risk and appropriately price lending opportunities
  • Preparation of credit applications, loan and mortgage agreements and fielding existing client queries
  • Acting as "first line of credit" to mitigate credit risk for the bank and to ensure

Core skills and knowledge:

  • Experience originating clients through lending, transactional banking, savings and foreign exchange
  • Experience providing bespoke lending solutions for target market clients aligned to their needs
  • Client relationship management skills
  • Understanding of all relevant internal processes, procedures, compliance and regulatory requirements e.g. AML, Conduct Risk etc.
  • Specialist financial, market, competitor and banking knowledge
  • Proven sales, networking, origination and business development skills and expertise
  • Relevant banking and financial markets qualifications and experience (CeMap (or equivalent) is compulsory before undertaking regulated mortgage activities)

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