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).