Private Banker

Additional Resources; United Kingdom; On-site; GBP 98,000 - 110,000; Full time

Job summary

A distinguished wealth management firm is seeking a Private Banker to manage and expand a portfolio of high-net-worth clients. The role involves providing tailored wealth management and investment strategies. Ideal candidates should have experience in private banking, a strong understanding of cross-border financial planning, and relevant qualifications. This position offers a competitive tax-free salary of £98,000 - £110,000 plus bonuses in a prestigious banking environment.

Benefits

Performance-related annual bonus

Competitive tax-free salary

Opportunity within prestigious banking environment

Qualifications

• Demonstrated background in private banking or wealth management.
• Experience serving high-net-worth and ultra-high-net-worth clients.
• Comfortable managing complex client structures and liaising with multiple stakeholders.

Responsibilities

• Acting as the primary relationship manager for a portfolio of private clients.
• Identifying and capitalising on new business opportunities.
• Providing strategic financial advice, including cross-border investment planning.

Skills

Private Banking experience

Client Relationship Management

Wealth Management

Investment Strategy

Cross-border financial planning

Education

CISI Chartered Wealth Manager

CII Advanced Diploma in Financial Planning

CeMAP certification

Job description

Overview

An opportunity has arisen for a Private Banker to join our client's distinguished wealth management firm based in Dubai. Our client is a highly regarded financial institution known for providing bespoke investment and banking solutions to a select portfolio of high-net-worth and ultra-high-net-worth individuals.

As a Private Banker, you will be managing and expanding a portfolio of private clients, offering tailored wealth management and investment strategies that align with each client's financial objectives.

This is a permanent role offering a salary range of £98,000 - £110,000 per annum (Tax-Free) plus annual bonus and benefits.

Responsibilities

• Acting as the primary relationship manager for a portfolio of private clients, delivering comprehensive banking and investment solutions.
• Developing long-term client relationships built on trust, discretion, and exceptional service.
• Identifying and capitalising on new business opportunities to grow and diversify your client base.
• Providing strategic financial advice, including cross-border investment planning, lending arrangements, and portfolio management.
• Conducting regular reviews and ensuring all activity meets the highest compliance and regulatory standards.
• Collaborating with internal teams to enhance client satisfaction and overall service delivery.
• Offering mentorship and support to junior team members when required.

What We Are Looking For

• Previously worked as a Private Banker, Client Relationship Manager, Wealth Manager, Private Banking Relationship Manager, Relationship Manager, Wealth Management Consultant, Private Banking Manager, HNW Relationship Manager, UHNW Banker, Private Wealth Adviser, Investment Manager or in a similar role.
• Demonstrated background in private banking or wealth management.
• Experience serving high-net-worth and ultra-high-net-worth clients.
• Strong understanding of cross-border financial planning, investment strategy, and lending services.
• Comfortable managing complex client structures and liaising with multiple stakeholders.
• Experienced in working within regulated financial environments, adhering to best practice and governance standards.
• Recognised Level 6 Investment Qualification (such as CISI Chartered Wealth Manager or CII Advanced Diploma in Financial Planning).
• CeMAP certification and an active Statement of Professional Standing (SPS).
• Chartered status, or a commitment to achieving this, will be viewed favourably.

What’s on Offer

• Competitive tax-free salary
• Performance-related annual bonus
• Opportunity to work within a prestigious and client-focused private banking environment
• The chance to represent a respected institution serving a discerning international clientele

Additional Information

Please note: Relocation and visa sponsorship are not provided; applications from candidates currently based in Dubai are preferred.

This is a fantastic opportunity to advance your career within an elite private banking environment.

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