Private Banker

Additional Resources Ltd

As a Private Banker, you will be managing and expanding a portfolio of private clients, offering tailored wealth management and investment strategies that align with each client s financial objectives.

You Will Be Responsible For:

• Acting as the primary relationship manager for a portfolio of private clients, delivering comprehensive banking and investment solutions.
• Developing long-term client relationships built on trust, discretion, and exceptional service.
• Identifying and capitalising on new business opportunities to grow and diversify your client base.
• Providing strategic financial advice, including cross-border investment planning, lending arrangements, and portfolio management.
• Conducting regular reviews and ensuring all activity meets the highest compliance and regulatory standards.
• Collaborating with internal teams to enhance client satisfaction and overall service delivery.
• Offering mentorship and support to junior team members when required.

What We Are Looking For

• Demonstrated background in private banking or wealth management,
• Experience serving high-net-worth and ultra-high-net-worth clients.
• Strong understanding of cross-border financial planning, investment strategy, and lending services.
• Comfortable managing complex client structures and liaising with multiple stakeholders.
• Experienced in working within regulated financial environments, adhering to best practice and governance standards.
• Recognised Level 6 Investment Qualification (such as CISI Chartered Wealth Manager or CII Advanced Diploma in Financial Planning).
• CeMAP certification and an active Statement of Professional Standing (SPS).