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Private Wealth Director

2 months ago

London, Greater London, United Kingdom Cooper White Group Full time
Join Cooper White Group as a Private Wealth Director and take on a challenging role in our fast-growing Private Bank. Our bank prides itself on its entrepreneurial mindset, understanding clients and bankers, and this is reflected in everything we do.

With a wide range of Wealth and Investment services, we are a one-stop-shop for (U)HNW clients and have a special commitment to ESG, meaning a forward-thinking environment and entrepreneurial spirit are key parts of daily life at the bank.

Our competitive revenue-share bonus model creates a dynamic, meritocratic way of working.

To succeed in this role, you will need a Bachelor's degree in a Financial subject, with a Masters preferred but not required. You will also need to hold a PCIAM qualification or CFA qualification.

Key responsibilities include building a portfolio of clients from your personal network with a minimum of £1Mln, understanding Private Banking and legislations in the UK, and living and working full-time in London.

As a Private Wealth Director, you will actively define your strategy to develop your portfolio optimally using the full breadth of our products, services, and booking centres. You will also engage in company events to promote the bank and onboard new clients.

If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.