Private Banking AssistantBanking in Birmingham, West Midlands

Full Time Job Details
My client is a continually expanding worldwide banking organisation recruiting for a team of 15 candidates from a background in Banking Sales. A fantastic opportunity has arisen within Private Banking where you will deal exclusively with their high net worth clients. This is an excellent opportunity for those looking for a career opportunity with a view to progress.
Skills, Qualifications & Experience Required
  • Assisting the Private Banking Manager by proactively supporting portfolios of high net worth clients;
  • Handling a wide range of transactional requests and queries as the first point of contact for clients;
  • Consistently looking to deliver exceptional customer service to clients;
  • Proactively researching client reviews to identify opportunities to maximise sales potential;
  • Undertaking outbound calling in respect sales and marketing opportunities;
  • Conduct in-depth financial reviews with customers over the telephone to generate high quality leads for Private Banking Managers and Relationship Managers;
  • Maintain compliance standards and banking procedures for all clients Essential:
  • The ideal candidate must be passionate about sales and MUST come from a banking background;
  • The ability to build rapport quickly and effectively on every call;
  • Outstanding verbal communication skills;
  • Highly motivated with the ability to work effectively as an individual and within a team;
  • Must be able to pass a credit search (No CCJs, no Defaults, No IVAs and No Bankruptcy);
  • Must be able to pass referencing (no previous disciplinary issues or dismissal);
LocationBirmingham, West Midlands
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