A private bank is seeking an Associate Private Banker to support Private Bankers in implementing client advice.
This role will involve Client/Asset gathering, maintenance of existing client book and actively assisting further expansion. Introduction of new client relationships to the Bank and the creation of new portfolio mandates.
The desirable candidate will have a knowledge of internal risk management, compliance, AML procedures and constant vigilance in respect of them. They will also have knowledge of business processes, standards, policies and procedures and have an understanding of Treating Customers Fairly Principles and application.
This role would suit someone who is willing to work towards obtaining a professional qualification needed to be RDR compliant.