UHNW Private Banking Relationship Manager

Rothstein Recruitment; Greater London; On-site; GBP 70,000 - 150,000; Full time

Job summary

Rothstein Recruitment is seeking an experienced Private Banking Relationship Manager to join a leading international private bank in the UK. You will develop UHNW client relationships and deliver tailored wealth management solutions.

Grow assets under management, collaborate with investment specialists, and guide clients through comprehensive wealth planning and lending options in a fast-paced, growth-oriented environment.

Qualifications

• 7+ years in Private Banking, Wealth Management, or Private Client Advisory.
• Proven UHNW relationship management and AUM growth.
• Experience delivering bespoke wealth solutions.
• Established UK UHNW network advantageous.
• Qualifications CISI / IAD / Level 4 Diploma or equivalent.

Responsibilities

• Develop and maintain long-term relationships with UHNW clients, acting as their primary point of contact.
• Identify client objectives and deliver tailored investment, banking, lending, and wealth planning solutions.
• Grow client assets under management through proactive engagement.
• Source new business opportunities through networks, referrals, and market activity.
• Partner with internal specialists to deliver holistic and bespoke client solutions.
• Conduct regular client reviews and ensure portfolios align with goals and risk profiles.
• Monitor market developments and communicate opportunities to clients.
• Maintain high standards of client service, regulatory compliance and risk management.
• Contribute to the growth strategy of the private banking team.

Skills

Relationship building

Communication

Stakeholder management

Business development

Private banking knowledge

Education

CISI / Level 4 Investment Diploma

Job description

Rothstein Recruitment is seeking an experienced Private Banking Relationship Manager to join a leading international private bank in the UK. You will develop UHNW client relationships and deliver tailored wealth management solutions.

Grow assets under management, collaborate with investment specialists, and guide clients through comprehensive wealth planning and lending options in a fast-paced, growth-oriented environment.