Private Banker

About the Role

Our client is seeking a highly experienced and relationship-driven Private Banker to join their prestigious team in Plymouth . This hybrid role focuses on managing and growing relationships with high-net-worth individuals, providing bespoke banking, lending, and investment solutions. You will be a trusted advisor, understanding the complex financial needs of affluent clients and coordinating with specialists to deliver exceptional service. This position is integral to our client's high-net-worth strategy within the Banking & Finance sector, offering significant autonomy and reward.

Key Responsibilities

• Develop and manage a portfolio of high-net-worth clients, building deep, trusted relationships.
• Understand clients' financial goals, risk tolerance, and liquidity needs to provide tailored solutions across banking, credit, and investment services.
• Originate new client relationships through networking, referrals, and proactive business development.
• Collaborate with investment specialists, lending officers, and wealth advisors to deliver comprehensive financial plans.
• Ensure compliance with all regulatory requirements, internal policies, and risk management guidelines.
• Provide exceptional client service, acting as the primary point of contact for all client banking and financial needs.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field; advanced certifications (e.g., CFP, CFA) are highly desirable.
• Significant experience (7+ years) in private banking, wealth management, or a related client-facing financial services role.
• Proven track record of successfully managing and growing a portfolio of high-net-worth clients.
• Deep understanding of investment products, credit solutions, and wealth planning strategies.
• Excellent interpersonal, communication, and negotiation skills, with a sophisticated client-handling approach.
• Strong knowledge of relevant regulations and compliance standards in the financial services industry.

Benefits

• Highly competitive base salary with an uncapped, performance-driven bonus structure.
• Hybrid work model offering flexibility and efficient client engagement.
• Premium healthcare, dental, and vision insurance plans.
• Generous retirement savings plan with significant employer matching.
• Access to exclusive client events and professional development opportunities.