UHNW Private Banker - Bespoke Wealth & Lending

IDEX Consulting Ltd.; Leeds; Presencial; GBP 60 000 - 100 000; Tempo integral

Resumo da oferta

IDEX Consulting Ltd. is seeking an experienced Private Banker to join a prestigious international private banking business with a strong UK presence.

You will manage high-net-worth client portfolios, delivering bespoke banking, lending, and wealth structuring solutions to sophisticated clients. Based in Leeds, you will build long-term relationships with HNW families and entrepreneurs, identify new business opportunities, and work with internal specialists to deliver tailored investment and

Qualificações

• Proven experience managing relationships with high-net-worth clients (investable assets typically £3m+).
• Strong understanding of investment markets, wealth planning, and banking products.

Responsabilidades

• Manage and grow a portfolio of high-net-worth clients, understanding objectives and risk appetite.
• Serve as primary point of contact, delivering personalised service and cross-sell bespoke solutions.
• Identify new business opportunities through networking, referrals, and introducer relationships.
• Provide tailored banking, lending, investment, and wealth-structuring solutions with internal specialists.

Conhecimentos

Relationship management

Client acquisition

Financial analysis

Wealth planning

Regulatory compliance

Descrição da oferta de emprego

IDEX Consulting Ltd. is seeking an experienced Private Banker to join a prestigious international private banking business with a strong UK presence.

You will manage high-net-worth client portfolios, delivering bespoke banking, lending, and wealth structuring solutions to sophisticated clients. Based in Leeds, you will build long-term relationships with HNW families and entrepreneurs, identify new business opportunities, and work with internal specialists to deliver tailored investment and