Private Banking Director

1 month ago


Greater London, United Kingdom IPOE Consulting Full time

Prestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. To be considered for this position, ideal candidates MUST be at least RDR level 4 qualified and have experience of managing a large book of clients. Experience with NRI's is highly desirable


The incumbent will be responsible for;


  • Acquisition of new client relationships and development of existing client relationships within the Private Banking sector
  • Selling a range of private banking products to existing and potential clients
  • Achieving high levels of service standards and maximize client satisfaction
  • Complying with the FCA and anti-money laundering regulations


The incumbent will be expected to;


  • Continue building investment knowledge and be conversant with the full range of private banking products and services: to be competent in banking, credit, investment management solutions, trusts, and real estate advisory services and to act as an effective trusted advisor in the delivery of these services
  • Initiate, develop and retain client relationships while contributing actively to the business development and financial goals of the unit. Is jointly involved in client solicitation, presentation and pitching, closing business, and account management
  • Complete credit responsibilities such as negotiating of credit terms, collating all the relevant information for the purpose of preparing Facility Applications, credit reviews and reviewing excess reports
  • Be responsible for up-to-date compliance, KYC and client profile on each client
  • Be responsible for assessing client’s risk tolerance and investment suitability and or appropriateness as and when relevant
  • Deputise and support other team members by attending to clients’ needs in their absence whilst adhering at all times to the regulatory competence’s requirements
  • Maintain an up-to-date market and investment knowledge in addition to knowledge of the UK property market lending to develop the London branch real estate investment programme
  • Responsible for client satisfaction and service quality levels by ensuring that the clients’ needs are met including performing administrative tasks required to meet clients’ expectations


To be considered for this position, ideal candidates must have the following experience, qualifications and skills;


  • Has worked in a client-facing role within a private banking environment for a minimum of 10 years
  • Must be RDR Compliant (at least level 4)
  • Experience working with NRI's would be highly desirable
  • Has the relevant FCA accreditation to undertake an advisory role which includes the Certificate in Securities and Financial Derivatives
  • Is conversant with the full range of Private Banking services, including trusts, asset management, wealth management, banking and advisory services

  • Private Banker

    4 weeks ago


    London, United Kingdom Redstone Private Banking Full time

    Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...


  • London, United Kingdom Weatherbys Banking Group Full time

    **PRIVATE BANK ASSOCIATE** Are you looking to step into the world of Private Banking? Do you have a passion to develop and build client relationships? Are you looking to grow and develop in a business that will invest in you? We are currently looking for Private Banking Associate to join us a on a full time, permanent basis at our offices in London. You...


  • London, United Kingdom Weatherbys Banking Group Full time

    **PRIVATE BANK ASSOCIATE** LONDON Are you currently stuck in a rut unsure of where the future is going to take you? Maybe you have always dreamed of a job in financial service but never quite found that opportunity? Maybe you have the qualifications needed but not yet the experience? Life is full of questions, some easier to answer than others but what we...


  • Greater London, United Kingdom IPOE Consulting Full time

    Prestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. To be considered for this position, ideal candidates MUST be at least RDR level 4 qualified and have experience of managing a large book of clients. Experience with NRI's is highly desirable! The incumbent will be...


  • Greater London, United Kingdom IPOE Consulting Full time

    Prestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. To be considered for this position, ideal candidates MUST be at least RDR level 4 qualified and have experience of managing a large book of clients. Experience with NRI's is highly desirable! The incumbent will be...


  • Greater London, United Kingdom IPOE Consulting Full time

    Prestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. To be considered for this position, ideal candidates MUST be at least RDR level 4 qualified and have experience of managing a large book of clients. Experience with NRI's is highly desirable! The incumbent will be...


  • Greater London, United Kingdom IPOE Consulting Full time

    Prestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. To be considered for this position, ideal candidates MUST be at least RDR level 4 qualified and have experience of managing a large book of clients. Experience with NRI's is highly desirable! The incumbent will be...


  • London, United Kingdom Selby Jennings Full time

    Our client, a leading Global Bank, is growing one of their Commercial/Corporate Banking teams. They are looking to hire a Director with strong network and previous experience of covering corporate clients in Poland. Corporate Banking - Director - CEE/Poland Coverage Additionally, the position involves providing assistance to the Line Manager and senior...


  • London, United Kingdom IPOE Consulting Full time

    Job Description Prestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. To be considered for this position, ideal candidates MUST be at least RDR level 4 qualified and have experience of managing a large book of clients. Experience with NRI's is highly desirable! ...


  • London, United Kingdom IPOE Consulting Full time

    Prestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. To be considered for this position, ideal candidates MUST be at least RDR level 4 qualified and have experience of managing a large book of clients. Experience with NRI's is highly desirable! The incumbent...


  • London, United Kingdom IPOE Consulting Full time

    Prestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. To be considered for this position, ideal candidates MUST be at least RDR level 4 qualified and have experience of managing a large book of clients. Experience with NRI's is highly desirable! The incumbent...


  • London, United Kingdom IPOE Consulting Full time

    Job DescriptionPrestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. To be considered for this position, ideal candidates MUST be at least RDR level 4 qualified and have experience of managing a large book of clients. Experience with NRI's is highly desirable! The...

  • Private Banking

    4 weeks ago


    London, United Kingdom Arbuthnot Latham Full time

    *** **Job Purpose** - You will work with a Director or Senior Private Banker on a partnership basis, to build and develop a portfolio of profitable client relationships. - Identify and take forward any new business opportunities associated with these clients to enhance the revenue of your team over time - Develop a network of business introducers to further...

  • Private Banking

    2 weeks ago


    London, United Kingdom Arbuthnot Latham Full time

    *** **Job Purpose** - Use your knowledge, experience and networks to deliver a sophisticated Private Banking service that caters to the unique needs of High Net Worth (HNW) clients - Build profitable relationships with a cross-section of HNW Clients by understanding clients’ requirements and increasing the penetration of products and services to them -...


  • London, United Kingdom IPOE Consulting Full time

    Prestigious International Bank based in London, are looking to recruit a Private Banking Director, to be part of their exciting expansion plans. Acquisition of new client relationships and development of existing client relationships within the Private Banking sector Selling a range of private banking products to existing and potential clients Complying...


  • London, United Kingdom Private Equity Insights Full time

    Finance Director at Private Equity Insights Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about finance? If so, you might be our Finance Director. About us ...


  • London, United Kingdom Private Equity Insights Full time

    Sales Director at Private Equity InsightsDo you thrive in a fast-paced environment where you gain tremendous responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated, and extremely driven people? Are you curious or passionate about sales? If so, you might be our next Sales Director.About us"Private Equity Insights...

  • Private Banking

    4 weeks ago


    London, United Kingdom Arbuthnot Latham Full time

    *** **Overview** - The Senior Banking Executive (SBE) will primarily focus on line managing, developing and leading the Private Banking Executives (PBE) and distributing and controlling their workflow, whilst working closely with the department Director to ensure efficient and effective operational controls within a strong cultural environment. - The SBE...


  • London, United Kingdom Private Equity Insights Full time

    Sales Director at Private Equity Insights Do you thrive in a fast-paced environment where you gain tremendous responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated, and extremely driven people? Are you curious or passionate about sales? If so, you might be our next Sales Director. About us "Private Equity...


  • London, United Kingdom Private Equity Insights Full time

    Sales Director at Private Equity Insights Do you thrive in a fast-paced environment where you gain tremendous responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated, and extremely driven people? Are you curious or passionate about sales? If so, you might be our next Sales Director. About us "Private Equity...