Private Banker

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

Job summary

IDEX Consulting Ltd is seeking two experienced Private Bankers to manage a portfolio of high-net-worth clients and deliver bespoke banking, lending and wealth planning solutions. You will build long-term relationships, generate referrals, and collaborate with internal specialists to provide tailored investment strategies and risk management.

The role focuses on advisory excellence, commercial acumen and regulatory compliance within a globally connected financial services group, offering a

Qualifications

• Previous experience as a Private Banker/Client Advisor.
• Strong track record of building, retaining and developing high-net-worth client relationships.
• Ability to identify and convert new business opportunities through networking and referrals.
• Solid understanding of investment solutions, portfolio construction and lending.
• Ability to assess and manage risk within a client portfolio.
• Knowledge of global economic and political developments and their impact on clients and markets.

Responsibilities

• Manage and develop a portfolio of high-net-worth clients with clear financial objectives.
• Act as the primary point of contact, delivering a consistently high standard of personalised service.
• Identify opportunities to grow relationships and attract new clients through referrals and introducers.
• Provide tailored solutions across banking, lending, investments and wealth planning with internal specialists.
• Conduct regular portfolio reviews and keep clients informed of market developments and opportunities.
• Advise on wealth planning, including estate planning, succession and offshore structuring where relevant.
• Build relationships with internal and external stakeholders to generate sustainable opportunities.
• Maintain robust risk management, credit oversight and regulatory compliance.

Skills

Relationship management

Business development

Networking

Investment knowledge

Risk management

Regulatory awareness

Job description

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

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.