Private Banking Director

3 weeks ago


City of London 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 All candidates should make sure to read the following job description and information carefully before applying. 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



  • 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...

  • Private Banker

    2 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...


  • 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, Greater London, United Kingdom Weatherbys Banking Group Full time

    PRIVATE BANKING EXECUTIVELONDON (HYBRID)We are recruiting for a Private Banking Executive to work closely with a Private Banker, an exceptional level of service to clients at all times.The role is based in our Mayfair, and offers hybrid working with a requirement to be onsite 3 days per week (Monday and Friday as anchor days).WHY JOIN US?You will be fully...


  • Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **Private Banking assistant**: We are looking for a Private Banking Assistant within our Isle of Man office. The role holder is responsible for supporting the Private Banking team in managing the requirements of existing and potential clients of Nedbank Private Wealth, ensuring the highest standards of service are maintained at all times. **Role Specific...


  • 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...

  • Manager, Private Bank

    4 weeks ago


    London, United Kingdom Weatherbys Banking Group Full time

    MANAGER, PRIVATE BANKLONDON (HYBRID)Weatherbys Private Bank are looking for an effective and inspiring people manager.  You will lead a team of high-performing individuals who are ambitious, motivated, and passionate to provide the best possible service to our clients.Based in our stunning offices in Mayfair, you will enjoy hybrid working with up to 2 days...

  • Manager, Private Bank

    3 weeks ago


    London, United Kingdom Weatherbys Banking Group Full time

    MANAGER, PRIVATE BANKLONDON (HYBRID)Weatherbys Private Bank are looking for an effective and inspiring people manager.  You will lead a team of high-performing individuals who are ambitious, motivated, and passionate to provide the best possible service to our clients.Based in our stunning offices in Mayfair, you will enjoy hybrid working with up to 2 days...

  • Manager, Private Bank

    3 weeks ago


    London, United Kingdom Weatherbys Banking Group Full time

    MANAGER, PRIVATE BANKLONDON (HYBRID)Weatherbys Private Bank are looking for an effective and inspiring people manager.  You will lead a team of high-performing individuals who are ambitious, motivated, and passionate to provide the best possible service to our clients.Based in our stunning offices in Mayfair, you will enjoy hybrid working with up to 2 days...


  • Isle of Man, United Kingdom Nedbank Private Wealth Full time

    Private Banking assistant:We are looking for a Private Banking Assistant within our Isle of Man office. The role holder is responsible for supporting the Private Banking team in managing the requirements of existing and potential clients of Nedbank Private Wealth, ensuring the highest standards of service are maintained at all times.Role Specific Details...


  • 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, 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 desirableThe incumbent will be...

  • Manager, Private Bank

    4 weeks ago


    London, United Kingdom Weatherbys Banking Group Full time €55,000

    PRIVATE CLIENT MANAGER LONDON (HYBRID) Can you drive performance and develop potential in others? Do you want to use those skills in a Financial Services setting? Weatherbys Private Bank are looking for an effective and inspiring people manager. You will lead a team of high-performing individuals who are ambitious, motivated, and passionate to provide...

  • Manager, Private Bank

    3 weeks ago


    London, United Kingdom Weatherbys Banking Group Full time €55,000

    PRIVATE CLIENT MANAGER LONDON (HYBRID) Can you drive performance and develop potential in others? Do you want to use those skills in a Financial Services setting? Weatherbys Private Bank are looking for an effective and inspiring people manager. You will lead a team of high-performing individuals who are ambitious, motivated, and passionate to provide...

  • Manager, Private Bank

    3 weeks ago


    London, United Kingdom Weatherbys Banking Group Full time €55,000

    PRIVATE CLIENT MANAGER LONDON (HYBRID) Can you drive performance and develop potential in others? Do you want to use those skills in a Financial Services setting? Weatherbys Private Bank are looking for an effective and inspiring people manager. You will lead a team of high-performing individuals who are ambitious, motivated, and passionate to provide...

  • Manager, Private Bank

    2 weeks ago


    London, United Kingdom Weatherbys Banking Group Full time

    PRIVATE CLIENT MANAGER LONDON (HYBRID) Can you drive performance and develop potential in others? Do you want to use those skills in a Financial Services setting? Weatherbys Private Bank are looking for an effective and inspiring people manager. You will lead a team of high-performing individuals who are ambitious, motivated, and passionate to provide...