Private Banker

IDEX Consulting Ltd.; Manchester; On-site; GBP 65,000 - 90,000; Full time

Job summary

IDEX Consulting Ltd. is seeking two experienced Private Bankers to join a prestigious private banking business with a strong UK presence.

You will manage a portfolio of HNW/UHNW clients, delivering bespoke banking, lending, investments and wealth planning solutions while developing new business and strategic partnerships. You will build long-term relationships, provide exceptional service, and work with internal specialists to meet clients' financial objectives in a regulated environment.

Qualifications

• Established Private Banker/Client Advisor with HNW/UHNW client experience.
• Strong understanding of investment products and wealth planning.
• Proven ability to grow and retain high-net-worth relationships.

Responsibilities

• Manage and develop an existing portfolio of high-net-worth clients, understanding their objectives and risk appetite.
• Be the primary contact for clients, delivering a high standard of personalised service.
• Grow existing relationships and acquire new clients through networking and referrals.
• Provide tailored banking, lending, investments and wealth-structuring solutions with internal specialists.
• Conduct regular portfolio reviews and keep clients informed on markets and opportunities.
• Advise on wealth planning, including estate planning, succession and offshore structuring where relevant.
• Build strong relationships with internal stakeholders and external networks to generate opportunities.
• Maintain robust risk management, credit oversight and regulatory compliance.

Skills

Relationship management

Private Banking

Portfolio reviews

Business development

Job description

An exciting opportunity has arisen for 2 experienced Private Bankers 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 an existing 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/Client Advisor 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/Client Advisor

• 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.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.