Private Banking Executive

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  • Location:
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  • Created:
  • Suffolk
  • Permanent
  • PBE100212
  • Competitive
  • Friday 10th, February 2012

Morgan McKinley are hiring. Check out our careers website.

Job Description

A leading Private Client Investment Manager is looking for a Private Banking Executive to join their team. This role will sit alongside the Private Banker, assisting them in their daily responsibilities, which will include:

- Aiding the development of existing client relationships, while also helping to identify target clients and areas of potential growth

- Developing sales pitches

- Executing client requests

- Completing ad-hoc administration duties

- Supporting the team and wider business in the delivery of their targets and goals

Candidates should ideally have the following:

- A strong academic record

- Strong PC skills (Word, Excel, Power point)

- An interest and understanding of financial markets

This position is non-regulated. Therefore candidates will not be required to give advice but will be able to draw upon factual information when needed in client interactions.

Contact Sarah Directly

  • Name:
  • Phone: +44 (0) 20 7092 0178
  • Email: spitman@morganmckinley.co.uk
  • LinkedIn:  LinkedIn Profile
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