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Private Banker

2017-07-06

ID: #45227

Listed In : Job

Business Description

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 practise 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 we lend responsibly to our clients. To provide 3D Video Production Service solutions for target market clients aligned to their needs. To ensure lending exposures are managed in accordance with Investec’s policy, procedures, credit and deal forum requirements.

Frequently Asked Questions

Where is Private Banker located?
Private Banker is located at london.
How can customers contact Private Banker?
Customers can contact Private Banker by phone at +1896587456.

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