1 to 1 of 1 Private Banking Jobs in the UK excluding London

with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with branch and business banking teams … accountability for individual contribution as well as team performance. Qualifications: Bachelor's Degree and 4 years of experience in Financial services relationship management, retail banking, private banking, or wealth management OR High School Diploma or GED and 8 years of experience in Financial services relationship management, retail … banking, private banking, or wealth management Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Must have or acquire Series 6 or 7, 63, and state specific life insurance licenses within 120 days of hire date Required, Must complete federal registration and more »