Junior Private Banker/ Financial Advisor

I`m currently working with a top tier bank, who have a really strong name and platform.They    are looking to expand and grow the company even futher. With over 20 years experience and knowledge within the industry, they are key players within the private banking world. They have a brokerage and private banking structure within the company. They are looking to bring on private bankers or financial advisors who want to start their career and establish themselves in the pivate banking world.
 
*Experience of working with a Senior PB OR FA is essential, and also coming from a private       banking background or a brokerage background is also essential.

RESPONSIBILITIES FOR JUNIOR PRIVATE BANKERS/FINANCIAL ADVISORS:

 

• Supporting Senior Private Bankers/Financial Advisors 

• Maintenance of existing bank to client relationships

• Opportunity to build and develop own client relationships

• 360 degree team and investment approach

NECESSARY REQUIREMENTS FOR PRIVATE BANKERS/FINANCIAL ADVISORS:

 

Potential candidates should have experience working in teams with senior private bankers OR financial advisors. They will assist the senior members of the team in client generation and maintenance, whilst stream lining the processes involved within each member of the team.

Strong CRM skills are required, with a hunger to learn from some of the best in the industry within the UHNW Segment.

Please apply by sending a Resume/Cover Letter to Carlton Senior Appointments:

privatebanking@carltonseniorappointments.com

March 6, 2013 • Posted in: General

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