Job Purpose

Developing, managing and maintaining client relationships and advising clients on products and investments within Prestige Banking to achieve targeted Investment and Assets Under Management objectives.

Knowledge, Skills & Experience Required

• Minimum first degree in Bus. Administration, Finance, Economics and other related fields or equivalent
• Minimum of 5 years working experience of which at least 3 years in Banking
• Assessable Wealth Management knowledge to enable providing advice
• Detailed knowledge of KYC and AML requirements and procedures
• An understanding of Risk and Credit Policies and procedures
• Strong interpersonal and communication skills
• Customer service and engagement skills
• Punctuality is essential
• Ability to work under pressure
• Experience of working towards and agreed targets and objectives
• Ability to exercise initiative
• Provide solutions for resolving issues
• Highest levels of integrity and confidentiality
• Knowledge on the current markets and wider related industry
• Team player
• Intermediate level competency in Word and Excel

Key Performance Indicators

• Meet financial, business development, customer satisfaction and referral targets
• Achieve targeted AUM growth agreed annually
• Initiate and execute strategies within assigned portfolio as targeted in Quarterly Business Plans for review within MPR and QPR meetings
• Maintain a global view of your portfolio client’s investments and needs to remain a trusted Advisor for on-shore Insurance and
• Investment products and to assist in their purchase of high value luxury goods and on-shore properties.
• Achieve and maintain current knowledge of relevant Insurance and Investment products to include Succession Planning, Education, and Retirement. Mutual Funds, Bond and Equity products.
• Ongoing knowledge of on-shore Wealth market and competitors
• Maintain and document client contact to monitor client needs
• Participate in community and client affairs to enhance client relationships and corporate image
• Attend corporate events
• Develop relationships between FBG branches and Fab to maximize cross selling
• Attend agreed personal development courses
• Client survey results
• May have the potential to achieve a higher Role Grading based upon achieving targeted AUM / Product levels.