Job Description:

Our client, a reputable Private Bank, has an opportunity for an Associate Director to join their Edinburgh team. This role will involve supporting the management and development of a client portfolio, delivering tailored lending, deposit and banking solutions, whilst building strong, long-term relationships with clients.

Essential Skills/Experience:

• Achieved or working towards a recognised professional banking qualification (e.g. Chartered Banker or CeMAP).
• Experience developing and maintaining strong client and stakeholder relationships.
• Excellent interpersonal and communication skills, both written and verbal.
• Strong questioning and listening skills to identify and understand client needs.
• Ability to present information and recommendations clearly and concisely.
• Strong networking ability with experience developing internal and external relationships.
• A collaborative team player with a proactive approach.
• High attention to detail and strong organisational skills.
• Ability to manage multiple and changing priorities effectively.
• Demonstrates professionalism, integrity and discretion at all times.

Core Responsibilities:

• Support the management and development of a defined client portfolio, building strong and lasting client relationships.
• Assist senior colleagues with the management of their client portfolios.
• Recommend suitable banking, lending and deposit solutions to meet client needs.
• Prepare documentation including briefing papers, reports, presentations and internal materials.
• Complete internal credit applications and support the monitoring of borrowing facilities in line with internal credit policies.
• Ensure compliance with regulatory requirements, internal policies and risk frameworks.
• Maintain accurate client records, including KYC and anti-money laundering documentation.
• Develop an understanding of the organisation's operating environment and the needs of its client base.
• Attend networking events and support targeted business development activities.
• Collaborate with colleagues across the organisation to deliver high-quality client service.
• Maintain accurate CRM records including meetings, contacts, prospects and business opportunities.
• Contribute to ad-hoc business projects where required.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16407)

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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