Personal Banker at Aberdeen Standard Investments, Bournemouth, South West England

Job Description

Company Overview:
Aberdeen Standard Investments is a renowned global asset management firm with a strong presence in Bournemouth, South West England. Our company is dedicated to delivering innovative investment solutions to our clients, helping them achieve their financial goals through a wide range of products and services.

Key Responsibilities for Personal Banker:
- Provide exceptional customer service by assisting clients with their banking needs and inquiries
- Identify opportunities to promote and cross-sell various banking products and services to customers
- Process customer transactions accurately and efficiently, adhering to all regulatory requirements
- Build and maintain strong relationships with clients to ensure their financial needs are met
- Conduct financial assessments and provide tailored advice and solutions to clients
- Stay updated on industry trends and developments to offer informed guidance to customers

Required Qualifications:
- A minimum of a Bachelor's degree in Finance, Economics, Business, or a related field
- Previous experience in a customer-facing role within the banking or financial services sector
- Knowledge of banking products, services, and regulatory requirements
- Strong communication skills and the ability to build rapport with clients
- Excellent problem-solving abilities and attention to detail

Desired Skills:
- Professional certification such as CeMAP or CeFA
- Experience with CRM software for managing client relationships
- Ability to work effectively in a fast-paced and dynamic environment
- Proven track record of meeting and exceeding sales targets
- Strong analytical skills to assess client needs and recommend suitable financial solutions

Compensation & Benefits:
The annual salary range for the Personal Banker position at Aberdeen Standard Investments in Bournemouth is between £25,000 and £35,000, depending on experience and qualifications. In addition to competitive pay, we offer a comprehensive benefits package that includes pension contributions, healthcare coverage, and opportunities for professional development and career advancement.

How to Apply:
To apply for the Personal Banker role at Aberdeen Standard Investments in Bournemouth, please visit our company website and submit your CV along with a cover letter highlighting your relevant experience and qualifications. We appreciate all applications, and only shortlisted candidates will be contacted for further assessment. Thank you for considering a career with Aberdeen Standard Investments.

Required Skills

  • Investment Strategies
  • Portfolio Management
  • Market Analysis

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