Private Banker

Join us as a Private Banker where you will help deliver excellent business results while managing risk and building long-lasting relationships with clients and family offices. Acting as a trusted partner, you’ll provide tailored solutions across investment, banking, and credit, working closely with colleagues and specialists to meet client needs. Your role will focus on welcoming new clients, supporting asset growth, and meeting agreed targets, all while offering clear and practical advice.

You’ll use your knowledge and a client-focused approach to create solutions that support their goals. By making the most of modern tools and services, you’ll enhance the experience and help drive steady growth. This is an opportunity to join a global team where your ability to build trust and deliver value will truly matter.

**To be successful as a Private Banker, you should have**:

- Experience building and maintaining client relationships and providing tailored financial solutions in a regulated setting.
- Good organisational skills with the ability to handle several tasks at once and set clear priorities.
- A thoughtful approach, comfortable taking responsibility for tasks while working closely with the team.
- Clear communication and the ability to engage and influence clients in a positive way.

**Other valued skills include**:

- A collaborative mindset with a practical approach to problem-solving.
- Flexibility and openness to change in a fast-moving environment.
- A constructive attitude and the ability to connect with clients from different backgrounds.
- Relevant academic and professional qualifications, ideally RDR Level 4 or working towards it.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in the Isle of Man.

**Purpose of the role**

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

**Accountabilities**

- Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
- Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
- Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
- Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
- Provision of guidance to clients to support their financial decisions, offering advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
- Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
- Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
- Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

**Vice President Expectations**

- To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
- If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others..
- Advise key stakeholders, including functional leadership teams and senior management on functio