Senior Private Banker

Weatherbys Ltd; London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading company in the financial services sector is seeking a Senior Private Banker to manage high net worth client relationships in London. The successful candidate will be responsible for providing investment and mortgage advice while ensuring compliance with financial regulations. With an emphasis on exceptional client servicing and relationship management, this role offers significant earning potential and career advancement opportunities for motivated professionals.

Qualifications

• Degree educated or equivalent required.
• Experience managing high net worth clients.
• Certified staff (previously CF30) status required.

Responsibilities

• Manage a portfolio of high net worth clients.
• Provide regulated mortgage and investment advice.
• Ensure compliance with FCA regulations.

Skills

Client servicing

Relationship management

Regulated investment advice

Communication skills

Credit assessment

Portfolio management

Economic knowledge

Problem solving

Education

Degree educated or equivalent

CeMAP Qualification

IAD Qualification

PCIAM Qualification

Tools

Microsoft Word

Microsoft Excel

Job description

Join to apply for the Senior Private Banker role at Weatherbys Ltd

Continue with Google Continue with Google

3 days ago Be among the first 25 applicants

Join to apply for the Senior Private Banker role at Weatherbys Ltd

Get AI-powered advice on this job and more exclusive features.

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Job Purpose

The role of Senior Private Banker is to develop and maintain a portfolio of 100+ private banking clients and to assist them with their banking, credit and investment related needs. Provide regulated mortgage and investment advice to clients and generate income from the client portfolio. Develop strong relationships with clients and clearly communicate the product offering of the Private Bank.

Job Purpose

The role of Senior Private Banker is to develop and maintain a portfolio of 100+ private banking clients and to assist them with their banking, credit and investment related needs. Provide regulated mortgage and investment advice to clients and generate income from the client portfolio. Develop strong relationships with clients and clearly communicate the product offering of the Private Bank.

Key Responsibilities

• To take personal responsibility for a portfolio of high net worth clients, heading their complete banking relationship with Weatherbys.
• To fully understand the potential banking needs of both private banking and business clients and generate sustained revenue growth over long-term proactive relationships.
• Identify and recruit potential new clients.
• Increase the volume of client lending and deposits.
• Increase assets under advice in the investment and wealth advice (IWA) service, provide compliant investment advice including suitability, and undertake on-going monitoring of a client’s investments to ensure continued suitability.
• Take full responsibility for credit, lending and security documentation for own portfolio of clients.
• Put the clients ‘interests’ first and execute client instructions in a timely and accurate manner.
• Manage excess control of accounts and sanction credit applications for clients using delegated lending authorities.
• Ensure compliance with all FCA Principles and Rules, other statutes and regulations, investment, mortgage and other Weatherbys standards and procedures whilst maintaining the highest standards of professionalism and ethics.
• Ensure level of training and competence is in line with regulatory investment and regulatory mortgage requirements.
• Handle all regulated and non- regulated complaints received.
• Manage the portfolio lending quality, including management of bad and doubtful debts.
  
  

The above is not a definitive list of your duties and you may be required to perform additional tasks as necessitated by your changing role and in line with company objectives.

Skill Requirements

• Exceptional client servicing and relationship management skills with High Net worth Clients and demonstrable experience in building and managing this client base.
• Excellent verbal and written communications skills.
• Excellent technical banking knowledge and experience of the financial services industry.
• Strong Knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients.
• Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/ financial promotions.
• Significant experience in managing client portfolios with respect to client objectives and regulatory requirements.
• Excellent knowledge of the process of assessing both creditworthiness and suitability.
• Good knowledge and understanding of the property purchasing process/ security valuation/ functioning of land register/ account opening.
• Computer literate with a solid understanding of Microsoft Word/ Excel
• Good report writing skills.
• Proactive and innovate approach with a positive attitude.
  
  

Training And Qualifications

• Degree educated or equivalent
• Certified staff (previously CF30) status and commitment to maintain status as the regulatory requirements change.
• CeMAP Qualification
• IAD Qualification
• PCIAM Qualification

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Professional Services

Referrals increase your chances of interviewing at Weatherbys Ltd by 2x

Get notified about new Senior Private Banker jobs in London, England, United Kingdom.

London, England, United Kingdom 4 days ago

London, England, United Kingdom 4 days ago

Graduate/Entry Level Operations Specialist (Financial Advice)

London, England, United Kingdom £30,000 - £30,000 1 month ago

London, England, United Kingdom 2 months ago

London, England, United Kingdom 2 months ago

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 1 month ago

Intern (Off-Cycle | Private Fund Advisory)

VP/Experienced Associate - Private Capital Advisory - Secondaries

Amberside Advisors - Financial Advisory Transaction Lead

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 4 months ago

London, England, United Kingdom 2 weeks ago

Senior Private Banker, European Bank, Greece U/HNW, Luxembourg

Investment Banking VP (Business Services M&A)

London, England, United Kingdom 5 months ago

London, England, United Kingdom 4 days ago

London, England, United Kingdom 4 days ago

Senior Operations Specialist (Financial Advice)

London, England, United Kingdom 1 month ago

Operations Specialist (Apprenticeship, Financial Advice)

London, England, United Kingdom 1 month ago

Investment Strategist, Investment Solutions

London, England, United Kingdom 3 days ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 day ago

London, England, United Kingdom 2 months ago

City Of London, England, United Kingdom 2 weeks ago

Quilter Full-Time Financial Adviser Programme - London

London, England, United Kingdom 5 days ago

Private Banker - Wealth at Work, Asset Manager Group.

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 months ago

Senior Private Banker – UHNW Clients, UK & Western Europe

Senior Private Banker, UK RnD & UK Resident-Domiciled Coverage, London

Investment Strategist – Active ETFs – Director

Amberside Advisors - Financial Advisory Transaction Lead

Hemel Hempstead, England, United Kingdom 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.