Senior Private Banker
London (Hybrid - 3 Days Office Based)
£120,000 per annum | Permanent | Full Time
An exciting opportunity has arisen for a highly experienced and client-focused Senior Private Banker to join a dynamic and growing private banking team in London. This role is ideal for a professional who thrives on building and managing strong, long-term relationships with high net worth individuals while delivering tailored banking, credit, and investment solutions.
This is a hybrid position, requiring three days per week in the office, with a salary of £120,000 per annum.
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Key Responsibilities
* Manage a portfolio of 100+ high-net-worth clients, overseeing their full banking relationships
* Identify and secure new private and business banking clients
* Deliver compliant regulated mortgage and investment advice, and monitor suitability on an ongoing basis
* Grow client lending, deposits, and assets under advice
* Handle credit applications, lending documentation, and manage portfolio lending quality
* Ensure all client interactions align with regulatory standards, internal procedures, and ethical best practices
* Resolve regulated and non-regulated complaints
* Proactively support clients' financial goals while protecting their best interests
* Maintain strong awareness of market trends, competitor activity, and the wider economic landscape
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Candidate Profile
We're looking for someone with:
* A proven track record of managing and growing relationships with high net worth clients
* Strong knowledge of regulated credit agreements, investment advice, and portfolio management
* Excellent understanding of creditworthiness assessment, mortgage processes, and financial products
* Outstanding communication skills - both written and verbal
* A proactive and innovative mindset with a high level of professionalism
* The ability to interpret and explain complex financial concepts to clients clearly and confidently
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Qualifications & Training
* Degree educated (or equivalent)
* CeMAP, IAD, and PCIAM qualifications
* Certified Staff (previously CF30) status, with a commitment to maintain regulatory certification
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Why Apply?
This is a rare opportunity to step into a senior-level private banking role with significant autonomy, a loyal client base, and the chance to shape the direction of the private banking proposition. You'll work with a highly professional team that values integrity, long-term relationships, and delivering outstanding service to every client.
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Ready to take your private banking career to the next level? Apply today.