2 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 »

Experience with MIRO, Jira, MS Visio, and various project management applications· Project management experience and exposure to Agile/Scrum methodologies is an advantage· Banking technology/transformation/consulting for Banking & Financial Services (including any of the following: Personal Banking, Wealth Management, Private Banking, Commercial Banking, Corporate & Investment Banking, Capital Markets, etc.· Professional Digital Consulting experience· Proficient in Microsoft Office – Excel, PowerPoint, Word· Excellent problem solver, hyper logical and goal-oriented thinker· Excellent communication & interpersonal skills – verbal and written.· Excellent presentation skills – in person & virtually· Ability to work effectively in team … CRM (Salesforce)Experience in intelligent automation and GenAI Solution/ImplementationDomain experience in Account Opening/Onboarding, KYC-AML, Lending, Servicing, Risk, etc. across banking & financial services products (either business, technology or operations transformationExperience with collaboration and facilitation techniquesKnowledge of project planning techniquesWhat We Can OfferAttractive salary· Stable job more »