Senior Private Banker

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

Job summary

A leading recruitment agency in London is seeking an experienced Senior Private Banker to manage high-net-worth clients. This hybrid role requires strong relationship management skills and significant autonomy in delivering personal financial solutions. Ideal candidates will have qualifications such as CeMAP and a proven track record in private banking.

Qualifications

• Proven track record of managing high net worth clients.
• Strong knowledge of investment advice and portfolio management.
• Ability to interpret complex financial concepts clearly.

Responsibilities

• Manage a portfolio of 100+ high-net-worth clients.
• Identify and secure new private banking clients.
• Deliver compliant regulated mortgage and investment advice.

Skills

Managing relationships with high net worth clients

Knowledge of regulated credit agreements

Communication skills

Proactive and innovative mindset

Education

Degree educated or equivalent

CeMAP

IAD

PCIAM

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.

Key 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.