Private Wealth Manager

4 weeks ago

London, Greater London, United Kingdom Sterling Williams LTD Full time
Private Banker Job Description

Are you a seasoned banking professional looking for a new challenge? We are working with a leading Banking Institution based in the City of London who are seeking a Private Banker to join their Private Bank Team.

Key Responsibilities:
  • Develop and maintain strong relationships with high net worth clients, understanding their financial goals and risk tolerance.
  • Provide strategic advice on wealth management, banking, and lending solutions to clients.
  • Collaborate with product experts to create tailored solutions for clients.
  • Originate new business and manage client portfolios, ensuring alignment with risk profiles.
Requirements:
  • Proven experience in private banking or a related field.
  • Regulatory qualifications such as IMC, RDR level 4, or equivalent.
  • Strong communication and interpersonal skills, with a focus on cultural awareness and tactfulness.
  • Ability to travel and work in a fast-paced environment.
What We Offer:
  • A hybrid working model with 3 days in the office.
  • A comprehensive benefits package.
  • Opportunities for professional growth and development.

This is an excellent opportunity for a target-focused individual who is looking for a challenging and varied role in private banking. If you have a passion for delivering exceptional client service and a strong understanding of financial markets, we encourage you to apply.

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