Senior Private Banker

3 weeks ago

London, United Kingdom Cooper White Group Full time

Role: Senior Private Banker – Director, Relationship Manager – London

My client, a global advisory firm, are looking for an experienced Relationship Manager to join their growing London office. The firm has offices across Europe and will soon be expanding into the Middle East.

The founders are established Private Bankers themselves and held senior positions at some leading names. As they have done the job before they are very well connected to all the major banks and know exactly what products/services should be available. They offer bespoke financing and investment solutions to UHNW clients and institutional investors, and this is split into three pillars: Investment Management, Direct Private Equity and Finance Solutions for real estate and corporate advisory.

This is an excellent opportunity to have complete market flexibility, offer a truly customised service to your clients and be a part of dynamic young business.

Job Description:

You will be working with a team of successful private banking/wealth management individuals, growing, and developing the firms AuM. An entrepreneurial culture, you will be involved in the strategy of the business, working side by side with the founders.

  • Build and develop a book of U-HNW clients.
  • Have market flexibility. They are enthusiastic towards Emerging Markets.
  • Offer your clients competitive products and services across Investment Management, Direct private Equity and Real Estate.
  • Understand clients' financial situations, goals, and risk tolerance to be able to service them efficiently.
  • Provide long-term care for your clients ever evolving financial needs.

Qualifications:

  • Minimum 6 years of experience in a client facing wealth management/private banking job.
  • Strong track-record of building a personal book of clients from scratch whilst providing advisory services.
  • Experience in opening accounts of a minimum £1m and dealing with book sizes of +£150m AuM.
  • Deep understanding of financial markets, investment products, and wealth management strategies.

Benefits:

  • Competitive basic salary + strong revenue share bonus
  • Access to top of the range technology and resources to help facilitate your work.
  • Full suite of healthcare and life benefits.

If you are interested to hear more about the client and role, please do drop me a message and we can organise a time to speak.

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