Senior Private Banker

5 days ago


London, Greater London, United Kingdom Cooper White Group Full time
Job Opportunity at Cooper White Group

Job Title: Senior Private Banker - Relationship Manager

Job Type: Full-time

Industry: Financial Services

Company: Cooper White Group

Location: London

Job Description:

Role Overview:

We are seeking an experienced Senior Private Banker - Relationship Manager to join our team at Cooper White Group. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized financial solutions, and driving business growth.

Key Responsibilities:

  • Build and develop a book of U-HNW clients
  • Provide market flexibility and offer competitive products and services across Investment Management, Direct Private Equity, and Real Estate
  • Understand clients' financial situations, goals, and risk tolerance to service them efficiently
  • Provide long-term care for clients' ever-evolving financial needs

Requirements:

  • 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 while 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

What We Offer:

  • 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

How to Apply:

If you are interested in this opportunity, please submit your application, including your resume and a cover letter, to us.



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