Back to jobs

Private Banker

Job description

My client is based in the heart of Manchester City Centre and is currently looking for an experienced Private Banker to join their team.

Job Purpose

  • Use your knowledge, experience and networks to deliver a sophisticated private banking service that caters to the unique needs of high net worth (HNW) clients
  • Build profitable relationships with a cross-section of HNW clients by understanding client's requirements and increasing the penetration of products and services to them
  • Successfully represent the Bank externally and internally

Key Responsibilities

  • Develop and manage a network of personal and business relationships to build a profitable client portfolio
  • Develop your relationship with your clients to become their Trusted Advisor and act as a consistent, credible and accessible point of contact for them, as well as a gateway to the Bank's full range of Wealth Management services
  • Build and manage a profitable portfolio of HNW clients, (including the management of a loan book) with particular focus on its impact on the P&L and the balance sheet
  • Provide an outstanding level of service to your clients as evidenced through positive feedback and the client survey results
  • Ensure you adhere to the Bank's risk and regulatory framework at all times, taking responsibility for key clients and important transactions, and your own risk and regulatory performance
  • If and where appropriate, fulfil the responsibilities required under the FCA's Senior Manager and Certification Regimes, and Conduct Rules

Knowledge & Experience

  • You will have a successful background in Wealth Management with broad experience across the financial services industry and detailed knowledge of private banking market
  • Private banking experience (dealing with HNW individuals)
  • the ability to identify and close cross-sale opportunities within your portfolio
  • a proven track record of providing advice on a range of financial situations (earning trust to become a trusted advisor)
  • exceptional relationship management skills
  • experience in the control and monitoring of risk and regulatory responsibilities


  • Relevant banking, financial planning and/ or investment management qualifications
  • CeMAP qualified

For more information please contact me on 07896 933622 or email

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.