Ultra High Net Worth Private Banker

This Private Banker position offers a compelling opportunity to join a dynamic UK Domestic team, specializing in providing tailored banking and investment solutions to ultra-high net worth clients (with investable assets exceeding £20 million). As a trusted advisor, you will be instrumental in delivering bespoke banking services, lending, and wealth structuring, complemented by access to a world-class range of investment products across diverse asset classes.

Key Advantages for Aspiring Private Bankers:

• Exclusive Client Focus: Engage directly with an elite clientele, fostering deep and impactful relationships. This role provides a unique platform to understand and cater to the complex financial needs of individuals and families with significant wealth.
• Comprehensive Solution Design: You will have the autonomy to craft sophisticated, bespoke solutions, drawing from a broad spectrum of banking and investment products. This allows for creative problem-solving and a truly personalized client experience.
• Strategic Influence: The "Vice President Expectations" section highlights the potential for strategic input, driving change, and shaping the future of client services. Whether as a subject matter expert or a potential team lead, your contributions will be significant.
• Career Development: The emphasis on risk management, business acumen, strategic thinking, and digital capabilities indicates a commitment to developing well-rounded professionals. The role encourages continuous learning and adaptation within a forward-thinking environment.
• Regulatory Expertise: This role is designated as a Certified role under PRA & UK Financial Conduct Authority regulations, offering exposure to and experience with stringent regulatory frameworks, a highly valued skill in the financial sector.

Key Considerations for Your Career Path:

• Experience Requirements: A strong foundation in relationship management, particularly with private clients, is essential. Experience within the financial services industry, including retail regulated products, mass market, high net worth clients, and asset management, will be highly beneficial.
• Technical Qualifications: Holding RDR Level 4 qualification is a requirement. Candidates are encouraged to ensure their qualifications align with this benchmark to be competitive.
• Valued Skills: While not mandatory, a keen understanding of the digital landscape, broad market exposure, multi-disciplined private banking experience, and proven business development and cold calling skills will significantly enhance your candidacy. These skills point towards a role that values proactive client acquisition and digital engagement.
• Assessment Focus: Be prepared for assessments that evaluate critical skills such as risk and controls, change management, business acumen, strategic thinking, and digital proficiency, alongside your technical expertise.
• London Location: The role is based in London, which offers a vibrant professional ecosystem and numerous networking opportunities within the financial industry.

This Private Banker position is more than just a job; it’s an opportunity to build a career at the forefront of private wealth management. By nurturing profitable partnerships and acting as a strategic bridge between clients and the bank's extensive offerings, you will play a pivotal role in driving mutual success and shaping the financial futures of some of the UK's wealthiest individuals. If you are a results-oriented professional with a passion for excellence and a strategic mindset, this role offers a rewarding and challenging path forward.