Private Banker

Job Purpose
The role holder is responsible for managing, maintaining and growing a portfolio of private clients and entities. Leading with advice to create long term, commercially rewarding relationships investing in the Discretionary Managed Portfolio Strategies, self-invested custody, lending solutions and supporting banking needs

Skills and Experience
Track record of providing financial advice to high-net-worth clients in a regulated environment.
Demonstrable success in building and maintaining trusted client relationships and achieving client growth and retention targets.
Strong knowledge of investment products, lending solutions, wealth planning principles, and financial markets.
Experience of managing a portfolio of clients with a holistic understanding of both onshore and international wealth structuring considerations is desirable.
Level 6 RDR qual.