Senior Private Banker - Family Office and UHNW Clients

JR United Kingdom; Birmingham; On-site; GBP 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Senior Private Banker to lead business development efforts targeting ultra-high-net-worth individuals and family offices. This senior-level role offers significant autonomy and the opportunity to build long-term partnerships. The ideal candidate will possess a strong personal network, a proven record in client relationship management, and the ability to deliver tailored wealth solutions in a discreet manner. Join a dynamic and fast-growing investment firm with an attractive compensation structure and meaningful performance incentives.

Benefits

Market-leading bonus structure

Potential route to partnership

Significant autonomy

Transparent compensation structure

Qualifications

• Proven track record of winning UHNW clients and managing relationships.
• Experience in private banking or investment advisory environments.

Responsibilities

• Develop and secure relationships with UHNW individuals and family offices.
• Operate independently within a flat organizational structure.

Skills

Business Development

Client Relationship Management

Investment Advisory

Private Banking

Networking

Job description

Social network you want to login/join with:

Senior Private Banker - Family Office and UHNW Clients, birmingham

col-narrow-left

Client:

Investment Management Partners

Location:

birmingham, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

1

Posted:

02.05.2025

Expiry Date:

16.06.2025

col-wide

Job Description:

Location: Birmingham

Compensation: Excellent base + market-leading bonus structure

Equity/Partnership: Potential route to partnership for high performers

Our client, a top flight, fast-growing investment firm with huge purchasing power, is seeking to appoint a Senior Private Banker to lead the origination of new relationships with ultra-high-net-worth individuals (UHNW) and family offices.

This is a senior-level opportunity focused on business development. The successful candidate will be expected to bring a demonstrable track record of winning new UHNW clients, a relevant personal network, and the capability to structure and deliver tailored wealth solutions in a sophisticated and discreet environment.

The Opportunity

• Business development, target UHNW individuals and family offices to secure as clients for the firm
• Join a highly entrepreneurial platform with a flat structure and significant autonomy.
• Attractive and transparent compensation structure with meaningful performance incentives.
• Opportunity to build towards long-term partnership.

Candidate Profile

• Strong record of originating and managing UHNW and/or family office client relationships.
• A personal network or pipeline capable of generating near-term inflows.
• Background in private banking, sales, investment advisory, or multi-family office environments.
• Discreet, credible, and client-focused, with the ability to operate independently.
• Motivated by long-term alignment and the opportunity to help shape a growing platform.

For a confidential conversation, please contact us directly. All enquiries will be treated in the strictest confidence.