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