Private Banker

TN United Kingdom; London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading independent banking group in the UK seeks a Private Banker to manage high net worth clients and build a client portfolio. This role offers significant growth opportunities and a hybrid working model, with strong support for career development and client relationship management.

Benefits

25 days annual leave

Private medical insurance

Pension scheme

Discounts through Reward Gateway

Qualifications

• Proven ability to build a client book of HNW/UHNW clients.
• Strong technical banking knowledge.

Responsibilities

• Manage a portfolio of high net worth clients.
• Provide regulated advice on lending and investments.
• Ensure compliance with risk and FCA regulations.

Skills

Relationship Management

Client Acquisition

Financial Analysis

Education

CeMAP or IAD qualification

PCIAM

Job description

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Our clients value the personal service we provide, whether supporting day-to-day banking needs or offering tailored financial support to meet their lifestyle needs and future plans.

We are looking for a Private Banker to grow a book of high net worth clients and lead their complete banking relationship with Weatherbys. This role offers an opportunity to start building your own client base as a Private Banker, providing a platform to develop your career and portfolio.

WHY JOIN US?

Weatherbys is a highly regarded independent banking group in the UK, having won Private Bank of the Year at the Spear’s UK Wealth Management awards in 2021, 2023, and 2024. We are committed to evolving and looking to the future while prioritizing our clients.

If you have the drive to build a client book and the skills to do so, we will support your growth and development.

Benefits include 25 days’ annual leave (plus bank holidays), private medical insurance, pension scheme, and discounts through our Reward Gateway platform. We offer a hybrid working pattern, allowing up to 2 days per week remote work.

WHAT YOUR DAY WILL LOOK LIKE

You will build and manage a portfolio of private banking clients, focusing on lending, deposit volumes, and generating income from products like foreign exchange, investment, and wealth planning.

• Manage a portfolio of high net worth clients, providing tailored banking relationships.
• Provide regulated advice on lending and investments.
• Develop long-term relationships to understand and meet clients' banking and wealth management needs, driving revenue growth.
• Aim for net portfolio growth from existing and new clients.
• Ensure compliance with risk, FCA regulations, and internal standards.
• Introduce clients to the Weatherbys Wealth Planning Team when appropriate.

WHAT WE ARE LOOKING FOR

• Proven ability to build a client book of HNW/UHNW clients within the UK market.
• Exceptional relationship management skills with high net worth clients, proactive and innovative.
• Strong technical banking knowledge, with CeMAP or IAD qualification, or working towards it. PCIAM is a plus.
• Good understanding of global economic and political conditions and their impact on clients.
• Ability to analyze and interpret financial accounts effectively.