Private Banker
🔒 Confidential Employer
Posted 3 May 2026
LOCATION
Remote UK
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Finance & Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
Private Banking
Wealth Management
Client Relationship Management
Financial Advisory
CISI Level 4 Investment Advice Diploma
Cross-selling
Portfolio Review
Regulatory Compliance
FULL DESCRIPTION
Private Banker
[Employer hidden — view at passion-project.co.uk]
Remote: UK
About [Employer hidden]
People deserve more from their money. Since 2015, [Employer hidden] has been on a mission to deliver just that. Our powerhouse of products help our 70+ million customers get more from their money every day. As we continue growth, we have 13,000+ people working around the world.
About the role
Private banking at [Employer hidden] will aim to develop long-term relationships with individuals globally. We're looking for a Private Banker to be a trusted advisor for high-net-worth clients.
What you'll be doing
- Onboarding high-net-worth individuals
- Identifying client requirements and conveying value of services
- Driving growth by identifying cross-sell opportunities
- Providing comprehensive financial advice
- Conducting regular portfolio reviews
- Meeting relationship management targets
What you'll need
- Fluency in English
- 3+ years in private banking or similar
- CISI Level 4 Investment Advice Diploma or CFA Level 1 plus IMC
- Proven track record with high-value clients
- Excellent communication skills
- Desire to be subject-matter expert in wealth management
- Analytical mindset
- Creativity to anticipate client needs
- Client-focused with patience
- Commercial acumen
- Knowledge of regulatory requirements
Nice to have
- CFA, CAIA or equivalent
- Experience with HNW client relationship software
[Employer hidden] encourages applications from diverse backgrounds. Apply via the link above.
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