Senior Private Banker – HNW Wealth & Advisory

IDEX Consulting Ltd.; Manchester; On-site; GBP 65,000 - 90,000; Full time

Job summary

IDEX Consulting Ltd. is seeking two experienced Private Bankers to join a prestigious private banking business with a strong UK presence.

You will manage a portfolio of HNW/UHNW clients, delivering bespoke banking, lending, investments and wealth planning solutions while developing new business and strategic partnerships. You will build long-term relationships, provide exceptional service, and work with internal specialists to meet clients' financial objectives in a regulated environment.

Qualifications

• Established Private Banker/Client Advisor with HNW/UHNW client experience.
• Strong understanding of investment products and wealth planning.
• Proven ability to grow and retain high-net-worth relationships.

Responsibilities

• Manage and develop an existing portfolio of high-net-worth clients, understanding their objectives and risk appetite.
• Be the primary contact for clients, delivering a high standard of personalised service.
• Grow existing relationships and acquire new clients through networking and referrals.
• Provide tailored banking, lending, investments and wealth-structuring solutions with internal specialists.
• Conduct regular portfolio reviews and keep clients informed on markets and opportunities.
• Advise on wealth planning, including estate planning, succession and offshore structuring where relevant.
• Build strong relationships with internal stakeholders and external networks to generate opportunities.
• Maintain robust risk management, credit oversight and regulatory compliance.

Skills

Relationship management

Private Banking

Portfolio reviews

Business development

Job description

IDEX Consulting Ltd. is seeking two experienced Private Bankers to join a prestigious private banking business with a strong UK presence.

You will manage a portfolio of HNW/UHNW clients, delivering bespoke banking, lending, investments and wealth planning solutions while developing new business and strategic partnerships. You will build long-term relationships, provide exceptional service, and work with internal specialists to meet clients' financial objectives in a regulated environment.