Manage banking, lending and investment needs of high net worth private banking clients, develop and deliver holistic wealth plans, and grow portfolio profitability.
Locations (2)
Tunbridge Wells, Kent, United Kingdom
Kent, United Kingdom
Responsibilities
Provide suitable banking and lending wealth management advice, including investments
Manage growth, profitability and business mix of an assigned portfolio
Conduct investment and pension reviews
Ensure client experience guidelines are adhered to
Provide guidance and motivation to wealth managers on complex financial planning products and services
Manage high net worth client relationships, deliver investment solutions, and grow portfolio profitability through cross‑selling and strategic marketing initiatives.
Responsibilities
Address HNI clients for investment requirements
Assist development and implementation of marketing plans for acquiring new customers in the corporate space
Acquire and handle a group of HNI clients
Profile customers and provide financial products to meet customer needs
Deepen relationships by cross‑selling to mapped broking clients and services
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