I look after a portfolio of approx. 1000 affluent clients and thier banking requirements within the Private Banking Channel this can vary from day to day banking needs or something more out of the ordinary.

ResponsibilitiesManage a portfolio of 900 affluent clients in their day to day banking.Spot sales opportunities with financial reviews whcih then lead to actual sales of Bankproducts and services including mortages, loans, credit cards, life assurance, investmentspecialist referrals and other.Coach and mentor Relationship Advisors to develop thier skills.Work within strict risk controlled environment.Proactive contact with clients on a daily basis.Hunt for referrals to grow portfolio worth.Assess clients for lending applications and risk to bank and submit reports to higherlending team for approval.Daily diary management.Team rota planning and organisingMake arrangements for visitors to the business.Be a point of contact and support colleagues with various requests.