Junior Banker
17-11-2021 | Лондон, Англия
Main Responsibilities:
- Helping Bankers research potential target market clients and working with the Banker and business development team on strategies to convert these prospects
- Work in partnership with the Banker team to address the financial needs and expectations of the client
- Exceed client expectations by thoroughly understanding problems and providing creative solutions.
- Maintain close contact with clients in conjunction with the Bankers.
- Provide direct and indirect sales support to the Bankers through joint calls and work closely with product specialists to implement client decisions as well as ensuring after-sales follow-up
- Partner with Bankers to develop comprehensive understanding of client needs and to assist the Bankers in formulating and executing specific account strategies, proposing solutions and negotiating standard transactions
- Provide innovative support in marketing strategies
- Assist the Bankers in executing sales strategies for formulating strategies if required.
- Work with specialists and support team in conjunction with Banker to implement client decisions
- Participate in client meetings and account reviews to understand the clients requirements if needed.
- Prepare client pitches and assist in portfolio reviews
- Pro-actively work on prospecting in coordination with Bankers and Product partners.
- Participate in projects for the GMM/Banker Team Leader, as required
Requirements:
- Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred).
- Demonstrates extensive knowledge of all Wealth banking and products systems, platforms, tools and capabilities.
- Proven experience in a front office environment dealing directly with clients.
- Fluent Russian an advantage
- Knowledge of the Russian market an advantage
- University degree education
- CFA or equivalent relevant to their market / Location
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