Private Banker / Client Relationship Manager (this position is based in Gibraltar on a full-tim[...]

Qudos Recruitment; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

A leading wealth management institution seeks an experienced Private Banker / Client Relationship Manager for their Gibraltar office. This role focuses on client management and business development within a dynamic environment, requiring expertise in wealth management and strong interpersonal skills. Candidates must possess relevant experience in private banking and are expected to uphold high service standards while catering to high-net-worth individuals and corporate clients.

Qualifications

• Experience in Private Banking/Wealth Management.
• Strong network or book of existing clients.
• Ability to work in a dynamic environment.

Responsibilities

• Onboard and manage clients, ensuring service standards.
• Identify and acquire new private banking clients.
• Provide tailored wealth management services.

Skills

Client Relationship Management

Business Development

Communication

Interpersonal Skills

Knowledge of Financial Markets

Education

Finance-related certifications

Job description

Private Banker / Client Relationship Manager (this position is based in Gibraltar on a full-time, permanent basis)

Private Banker / Client Relationship Manager (this position is based in Gibraltar on a full-time, permanent basis)

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Please note that this position is based in Gibraltar on a full-time, permanent basis and the candidate is willing to relocate.

About the job

A leading wealth management and private banking institution, is seeking an experienced Private Banker to join their team and build a portfolio of clients. They offer bespoke, multi-asset services to HNWIs, family offices, asset managers and corporate/institutional clients. Their commitment to excellence, personalized service and innovative solutions has established them as a trusted partner in the global finance community.

Key Responsibilities:

·Client Relationship Management: Successfully onboard and manage clients, ensuring seamless integration into the banking ecosystem while maintaining exceptional service standards.

·Business Development:Identify, pursue, and acquire new private banking clients through strategic networking, referrals, and targeted outreach initiatives.

·Wealth Management Services:Provide comprehensive wealth management services tailored to client needs, collaborating with internal specialists to offer clients a broad spectrum of investment solutions.

·Regulatory Compliance & Risk Awareness:Ensure all client interactions and activities adhere strictly to regulatory requirements and the institution's compliance and risk policies.

Key Requirements:

· Experience in Private Banking/Wealth Management with a strong network and or book of existing clients

· Finance-related certifications advantageous

· Excellent interpersonal, communication and business development skills

· Knowledge of financial markets and investment products

· Ability to work in a dynamic environment with high attention to detail

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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