Relationship Manager - KSA

Salary

£100,000 - £110,000 Per Annum

Location

London

Job Type

Permanent

Sector

Private Banking

Job Reference

CERKSA


Job Description

Job Description:

  • To build investment knowledge and be familar with the range of private banking services; trusts, asset management, banking and advisory services.
  • Credit responsibilities e.g. reviewing excess reports, preparing Facility Applications, preparation of loan documentation and negotiation of credit terms.
  • Will be responsible for assessing risk and investment suitability of each client.
  • Must keep up to date with market trends, customer preferences, and new products.
  • Must contribute to all aspects of the marketing mix including products development.
  • Will be expected to carry out meeting reports and establish a follow-up system.
  • You will have to participate in written presentations and other documents independently.

Requirements:

  • RDR compliant.
  • Must have had experience in a client facing role in a private banking, for a minimum or 10 years, alongside five years in an investment advisory role.
  • Have an large network of contacts.
  • Must have market intelligence of KSA markets.
  • Will need the relevant FCA accreditation (Certificate in Securities and Financial Derivatives and the Investment Advisory Certificate).

Apply

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