Senior Private Banker – HNW Wealth & Lending

IDEX Consulting Ltd; Manchester; Vor Ort; GBP 99.000 - 121.000; Vollzeit

Zusammenfassung

IDEX Consulting Ltd is seeking two experienced Private Bankers to manage a portfolio of high-net-worth clients and deliver bespoke banking, lending and wealth planning solutions. You will build long-term relationships, generate referrals, and collaborate with internal specialists to provide tailored investment strategies and risk management.

The role focuses on advisory excellence, commercial acumen and regulatory compliance within a globally connected financial services group, offering a

Qualifikationen

• Previous experience as a Private Banker/Client Advisor.
• Strong track record of building, retaining and developing high-net-worth client relationships.
• Ability to identify and convert new business opportunities through networking and referrals.
• Solid understanding of investment solutions, portfolio construction and lending.
• Ability to assess and manage risk within a client portfolio.
• Knowledge of global economic and political developments and their impact on clients and markets.

Aufgaben

• Manage and develop a portfolio of high-net-worth clients with clear financial objectives.
• Act as the primary point of contact, delivering a consistently high standard of personalised service.
• Identify opportunities to grow relationships and attract new clients through referrals and introducers.
• Provide tailored solutions across banking, lending, investments and wealth planning with internal specialists.
• Conduct regular portfolio reviews and keep clients informed of market developments and opportunities.
• Advise on wealth planning, including estate planning, succession and offshore structuring where relevant.
• Build relationships with internal and external stakeholders to generate sustainable opportunities.
• Maintain robust risk management, credit oversight and regulatory compliance.

Kenntnisse

Relationship management

Business development

Networking

Investment knowledge

Risk management

Regulatory awareness

Jobbeschreibung

IDEX Consulting Ltd is seeking two experienced Private Bankers to manage a portfolio of high-net-worth clients and deliver bespoke banking, lending and wealth planning solutions. You will build long-term relationships, generate referrals, and collaborate with internal specialists to provide tailored investment strategies and risk management.

The role focuses on advisory excellence, commercial acumen and regulatory compliance within a globally connected financial services group, offering a