Private Banker

IDEX Consulting Ltd; Leeds; On-site; GBP 99,000 - 121,000; Full time

Job summary

IDEX Consulting Ltd in Leeds is seeking an experienced Private Banker to join a prestigious, internationally recognised private banking business with a strong UK presence.

You will manage an HNW/UHNW client portfolio, delivering bespoke banking, lending, investments, and wealth planning solutions while building lasting relationships. The role offers a base salary up to £110,000 plus discretionary bonus.

Qualifications

• Experience managing a portfolio of high-net-worth clients.
• Proven ability to develop new business and referrals.
• Strong knowledge of investments, lending and wealth planning.
• Ability to operate in a regulated environment and manage risk.
• Excellent communication and stakeholder management.

Responsibilities

• Manage a portfolio of high-net-worth clients and understand their financial objectives.
• Primary contact delivering personalised service.
• Grow relationships via networking, referrals and introducers.
• Provide tailored banking, lending, investments, and wealth structuring solutions.
• Conduct portfolio reviews and inform clients of market developments.
• Advise on estate planning, succession and offshore structuring.
• Build relationships with internal and external networks to generate opportunities.
• Maintain robust risk management, credit oversight and regulatory compliance.

Skills

High-net-worth client management

Business development

Investment knowledge

Risk management

Regulatory compliance

Relationship building

Job description

Up to £110,000 Basic salary + annual, discretionary bonus

An exciting opportunity has arisen for an experienced Private Banker to join a prestigious, internationally recognised private banking business with a strong presence across the UK.

Working with HNW and UHNW families and entrepreneurs, you will deliver a highly personalised service, combining bespoke banking and lending solutions with sophisticated investment and wealth structuring capabilities.

This is an opportunity to build and develop valuable client relationships within an established private banking proposition, supported by the expertise and resources of a wider international financial services group.

The Opportunity

As a Private Banker, you’ll take ownership of a portfolio of high-net-worth clients, acting as a trusted adviser and developing long-term relationships built on exceptional service, commercial awareness and a deep understanding of each client’s financial objectives.

Alongside managing and growing existing relationships, you’ll play an important role in developing new business, generating referrals and building strategic partnerships to attract new clients, assets and revenue.

Key responsibilities will include:

• Managing and developing a portfolio of high-net-worth clients, understanding their financial objectives, investment preferences and risk appetite.
• Acting as the primary point of contact for clients, delivering a consistently high standard of personalised service.
• Proactively identifying opportunities to grow existing relationships and acquire new clients through networking, referrals and professional introducer relationships.
• Providing tailored solutions across banking, lending, investments and wealth structuring, working collaboratively with internal specialists where appropriate.
• Conducting regular portfolio reviews and keeping clients informed of relevant market developments, economic conditions and investment opportunities.
• Advising on wealth planning considerations, including estate planning, succession and offshore structuring where relevant.
• Building strong relationships with internal stakeholders and external professional networks to generate sustainable business opportunities.
• Maintaining robust risk management, credit oversight and regulatory compliance across your client portfolio.

About You

You’ll be an established Private Banker with a proven track record of managing and developing relationships with high-net-worth clients, alongside the commercial ability to identify and convert new business opportunities.

You’ll combine strong relationship management skills with a sound understanding of investment markets, banking products, lending solutions and wider wealth planning considerations.

To be considered, you’ll ideally demonstrate:

• Previous experience as a Private Banker, managing a client base with investable assets of at least £3 million.
• A strong track record of building, retaining and developing high-net-worth client relationships.
• Experience of business development, networking and generating new client introductions.
• A thorough understanding of investment solutions, portfolio construction, deposits, lending and credit facilities.
• The ability to assess and manage risk effectively within a client portfolio.
• A good understanding of global economic and political developments and their potential impact on clients and investment markets.
• Excellent communication, relationship-building and stakeholder management skills.
• The ability to operate effectively in a dynamic, evolving and highly regulated environment.

Knowledge of regulated credit agreements, investment advice, portfolio management services, financial promotions and digital banking solutions would also be advantageous.

The Opportunity in Return

You’ll join an established private banking business offering a broad range of solutions for sophisticated clients, with access to specialist expertise across banking, credit, investments and wealth planning.

The role offers the opportunity to develop meaningful client relationships, contribute to the growth of the regional business and build your career within a globally connected financial services organisation.