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16 days ago
Michael Page Sales
Basic Salary: £50000 - £60000 per annum
Location: Nottingham, Sheffield, Leeds
Job type: Permanent
Business sector: B2C
Contact: Edward Harrison
Category: Account Manager Jobs

The Private Banking Advice Manager role is centred around providing holistic advice to help customers achieve their financial goals.

You'll manage a portfolio of existing customers and follow-up new commercial leads which come into the group across South Yorkshire.

Client Details

The client is a leading UK bank, with clear focuses on personal and commercial banking and advice.


  • Own the whole relationship as a trusted advisor.
  • Develop long-term, mutually beneficial relationships with a wide range of customers.
  • Understanding individual's financial priorities and long-term goals and use a consultative approach to advice accordingly.
  • Conducting regular financial reviews you'll discuss and advise on new services and investment options.
  • Proactively maintain your knowledge of a diverse range of products.


  • Work as a trusted advisor.
  • Knowledgeable in market trends and opportunities.
  • Carry yourself in a professional, approachable way.
  • New-business focused - always looking at new opportunities to develop client-base.
  • Experienced in Financial/Wealth Management advice.
  • You must be qualified to Level 4 (Diploma in Regulated Financial Planning). Ideally you'll already have, or be working towards, Level 6 but support may be available to complete this Advanced Diploma.

Job Offer

  • Market-leading basic salary
  • Good bonus opportunities
  • Opportunities to develop and progress within wider group
  • Work with high autonomy
  • Investment in future development and training

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