As a Private Banker, you will proactively manage a portfolio of high-net-worth clients, introducing various banking services like current accounts, savings, FX, lending, investment trading, and asset finance. Your primary responsibilities include maintaining client satisfaction, generating leads, and ensuring seamless service delivery across Investec's business units.
Ideal candidates will have proven experience managing high-net-worth clients, strong understanding of financial products, excellent communication skills, and the ability to work collaboratively. You should demonstrate personal organization, analytical problem-solving abilities, and a comprehensive understanding of the Jersey marketplace.
Investec offers a distinctive culture emphasizing entrepreneurial thinking, internal mobility, and professional growth. The role provides opportunities to work in a collaborative environment with competitive benefits including pension, private medical cover, virtual GP services, and life assurance, making it an attractive opportunity for ambitious financial professionals.