The role combines relationship management with business development, focusing on acquiring new high-net-worth clients, expanding the firm’s presence, and driving sustainable growth.
Key responsibilities:
⭐ Acquire and manage a portfolio of HNW and UHNW clients
⭐ Develop new business through personal networks and referrals
⭐ Deliver exceptional client service and maintain regular communication
⭐ Mentor junior team members and support broader growth initiatives
What you’ll need:
⭐ 5+ years of experience in private banking or wealth management
⭐ Excellent business development and sales skills
⭐ Investment Advice Diploma Level 4 (or willingness to complete)
⭐ Strong understanding of financial markets, regulations and client needs
Why join?
⭐ Work with a prestigious international private bank
⭐ Lead client relationships and shape bespoke wealth strategies
⭐ Career progression with support for qualifications and development