Private Banker

£Excellent Package
03 Sep 2013
01 Oct 2013
Citifocus Ltd
Full Time
Prestigious City based Financial Institution seeks a high calibre individual with significant experience gained as a private banker/financial planner working with Ultra High Net Worth clients. Situated within the firm's established Private Banking and Wealth Management business, the role will involve managing client relationships, financial planning strategy and working with a range of products and solutions in line with agreed parameters and restrictions.
The successful candidate will be the primary point of contact for the clients with regard to financial planning advice and will make recommendations to clients in respect of financial planning strategy, solutions and products, ensuring compliance with all relevant regulation and legislation. The role will also involve new client set-up, sign off and maintenance (including KYC, ML/DD), maintaining income and asset schedules for family groups/individual clients, and preparing suitability letters and reports for clients etc.
Significant experience of working in a professional financial planning (FP) environment is essential and applicants must demonstrate an excellent technical knowledge of pensions, investment structures and various solutions available to clients as well as a detailed understanding of the relevant tax environment. This experience must be augmented by a strong academic record and relevant professional qualification (minimum Level 4 and ideally Chartered Financial Planner or CTA qualified).