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Private Banker

Sterling Williams Ltd
Posted a day ago, valid for a month
Location

London, Greater London EC3V 3ND, England

Salary

£70,000 per annum

Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A growing Banking Institution in the City of London is seeking an experienced Private Banker to join their team.
  • The role involves building client relationships, providing strategic financial advice, and managing discretionary investment portfolios.
  • Candidates should have at least 5 years of experience in private banking and a strong understanding of asset classes and associated risks.
  • The position offers a salary of £80,000 to £100,000, depending on experience, along with a comprehensive benefits package.
  • Travel to the African continent is required for business development efforts, and a Bachelor's degree or equivalent is necessary for applicants.
Are you an experienced Private Banker in the UK? If so, we are working with a growing Banking Institution based in the City of London who are hiring a Private Banker to join their Private Bank Team.

Day to day:
  • Build Client Relationships and an in-depth knowledge of clients businesses and sources of wealth.
  • Serve as a trust advisor to clients seeking strategic advice regarding their financial matters.
  • Maintain a comprehensive understanding of client goals and risk tolerance.
  • Brings together appropriate product experts to develop long-term solutions

The Private banking team plays a crucial role within the bank managing offshore financial needs of a wide range of high net worth individuals covering wealth management, banking and lending. This role sits within the UK front office, and will involve the origination of new client business and portfolio management responsibilities. This is an excellent opportunity for any target focused individual who is looking for a challenging and varied position.


Candidates with experience of a variety of markets would be beneficial but emerging, or developing markets such as Africa would be preferred. We require candidates with a broad understanding of asset classes and associated risks as you will be required to sell discretionary investment products and will be involved in managing clients discretionary portfolios reflecting risk profiles.


Travel will be required as part of this role and it's business development efforts to visit clients, customers and potential customers - typically to the African continent.


Other experience - you will ideally hold regulatory qualifications such as the IMC, RDR level 4, UK Financial Regulation etc, and at least a Bachelors degree (or equivalent).


Good communication skills - listening, awareness of cultural nuances, tactfulness, clarity and conciseness, alongside a history of managing HNWIs will be advantageous.


This role is permanent, and offers a hybrid working model (3 days in the office) alongside a comprehensive benefits package.

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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.