Senior Private Banker

LJ Recruitment; City Of London; Hybrid; GBP 120,000; Full time

Job summary

A prestigious recruitment firm is seeking a Senior Private Banker in London. This hybrid role involves managing a portfolio of high-net-worth clients, delivering tailored banking solutions, and providing regulated mortgage and investment advice. Candidates should possess strong relationship management skills, relevant qualifications, and the ability to communicate complex financial concepts effectively.

Qualifications

• Proven track record in managing high net worth relationships.
• Strong knowledge of mortgage processes and financial products.
• Outstanding communication skills and professionalism.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Identify and secure new banking clients.
• Deliver mortgage and investment advice.

Skills

Managing relationships with high net worth clients

Knowledge of regulated credit agreements

Excellent communication skills

Proactive and innovative mindset

Education

Degree educated (or equivalent)

CeMAP, IAD, and PCIAM qualifications

Job description

Overview

Senior Private Banker – London (Hybrid - 3 Days Office Based)

£120,000 per annum | Permanent | Full Time

An exciting opportunity has arisen for a highly experienced and client-focused Senior Private Banker to join a dynamic and growing private banking team in London. This role is ideal for a professional who thrives on building and managing strong, long-term relationships with high net worth individuals while delivering tailored banking, credit, and investment solutions.

This is a hybrid position, requiring three days per week in the office, with a salary of £120,000 per annum.

Responsibilities

• Manage a portfolio of 100+ high-net-worth clients, overseeing their full banking relationships
• Identify and secure new private and business banking clients
• Deliver compliant regulated mortgage and investment advice, and monitor suitability on an ongoing basis
• Grow client lending, deposits, and assets under advice
• Handle credit applications, lending documentation, and manage portfolio lending quality
• Ensure all client interactions align with regulatory standards, internal procedures, and ethical best practices
• Resolve regulated and non-regulated complaints
• Proactively support clients\' financial goals while protecting their best interests
• Maintain strong awareness of market trends, competitor activity, and the wider economic landscape

Candidate Profile

• We\'re looking for someone with: A proven track record of managing and growing relationships with high net worth clients
• Strong knowledge of regulated credit agreements, investment advice, and portfolio management
• Excellent understanding of creditworthiness assessment, mortgage processes, and financial products
• Outstanding communication skills - both written and verbal
• A proactive and innovative mindset with a high level of professionalism
• The ability to interpret and explain complex financial concepts to clients clearly and confidently

Qualifications & Training

• Degree educated (or equivalent)
• CeMAP, IAD, and PCIAM qualifications
• Certified Staff (previously CF30) status, with a commitment to maintain regulatory certification

Why Apply?

This is a rare opportunity to step into a senior-level private banking role with significant autonomy, a loyal client base, and the chance to shape the direction of the private banking proposition. You\'ll work with a highly professional team that values integrity, long-term relationships, and delivering outstanding service to every client.

Ready to take your private banking career to the next level? Apply today