Our client is seeking a Private Banker to manage and develop relationships with high-net-worth clients. This role focuses on delivering tailored banking, lending and investment solutions while acting as a trusted advisor.
Key responsibilities:
⭐ Manage and grow relationships with private clients and families
⭐ Understand client objectives and provide tailored wealth solutions
⭐ Offer guidance on investments, lending and financial planning
⭐ Identify opportunities for new business and revenue growth
⭐ Monitor client portfolios and provide ongoing advice and insights
⭐ Ensure all activities meet regulatory and risk requirements
What you’ll need:
⭐ Experience in private banking or wealth management
⭐ Strong relationship management and client advisory skills
⭐ Good understanding of financial products and investment solutions
⭐ Relevant qualification (e.g. Level 4) required
⭐ Commercial awareness and ability to identify opportunities
Why jpin?
⭐ Client-facing role working with high-net-worth individuals
⭐ Opportunity to deliver bespoke financial solutions
⭐ Supportive environment with strong career development opportunities
