Description
We are seeking an experienced High-Net-Worth Private Banker to join our growing Private Banking team based in either Manchester or Leeds.
As a High-Net-Worth Private Banker, you will be responsible for managing and growing a portfolio of high-net-worth clients, understanding their financial goals and risk appetite, and acting as the primary point of contact for clients, providing exceptional service and financial advice.
Key responsibilities include:
- Managing and growing client relationships and acquiring new clients
- Establishing a sound understanding of clients' strategies and identifying opportunities for long-term commercial reward
- Managing operational, reputational, financial crime, and credit risk for the portfolio
- Ensuring all activities and duties are carried out in full compliance with regulatory requirements
- Providing bespoke banking and investment solutions to high-net-worth clients
- Identifying and onboarding new clients through networking, referrals, and strategic partnerships
- Developing and executing tailored strategies to attract and retain wealthy clients
- Advising on portfolio management, estate planning, succession, and offshore structuring
- Keeping clients informed on market trends, economic updates, and investment opportunities
Requirements:
- Previous experience working as a Private Banker with a client base with investable assets of a minimum of £3m
- Exceptional client servicing and relationship management skills with High-Net-worth Clients
- Previous experience in controlling and monitoring of risk within a client book
- Strong knowledge of global economic and political conditions, current affairs, and competitor activity
- Experience or demonstrated understanding of investments, banking, and trust concepts
- Ability to adapt to a rapidly changing business environment
Desirable skills:
- Excellent knowledge of regulated credit agreements, investment advice, deposits, portfolio management services, and financial promotions
- High aptitude and understanding of the digital landscape