Investment Relationship Manager- Private Banking

Investment Relationship Manager– Private Banking

Our client, one of Ireland’s premier banking institutions is looking to recruit a high calibre investment sales investment relationship manager to join their private banking team and the wider banking group abroad.

The delivery of a bespoke core Banking & and Investment Products to our clients focusing on high levels of investment knowledge for High Net Worth Clients.

Private Banking’s tailored service proposition is delivered through highly qualified, knowledgeable and proactive Relationship teams.

The key accountabilities/responsibilities are as follows:

• A proven track record in investment sales to HNW sector.
• Build a sustainable Private Banking presence and deliver ambitious portfolio growth with a focus on building AUM.
• The successful candidate will be required to develop and build a HNW portfolio from inception leveraging external market network to focus on investment sales and advice.
• Provide a comprehensive level of strategic investment l advice across the breath of personal financial considerations in line with a goal based planning ethos.

You will need:

• Excellent interpersonal skills.
• Build and maintain a portfolio of HNW customers to grow/retain assets under management and generate wealth income through the provision of excellent advice and customer service.
• Proven and demonstrable investment advisory experience.
• A relevant business qualification and/or Certified Financial Planner or equivalent qualification is desirable for the role.

Solid Investment knowledge is essential.

Interested applicants should contact Michael Costello for a confidential discussion on 01 6610444 or email mcostello(@)lincoln.ie