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For Companies At a Glance
- Tasks: Manage high-net-worth client relationships and deliver tailored banking solutions.
- Company: Join a leading external asset management firm in London, focused on wealth management.
- Benefits: Enjoy competitive pay, autonomy, and access to global investment tools.
- Why this job: Be part of a dynamic team that values collaboration and client success.
- Qualifications: Experience in private banking or wealth management with a strong client network required.
- Other info: Opportunity for personal growth in a forward-thinking environment.
The predicted salary is between 72000 - 108000 £ per year.
A leading external asset management firm is looking for an experienced Private Banker (Relationship Manager) to join its growing London team. This is an exciting opportunity for a well-connected professional to deliver high-touch wealth management solutions to high-net-worth individuals, families, and institutions.
As part of a client-focused, globally connected firm, you’ll play a key role in growing assets under management while delivering personalized financial advice supported by a network of trusted custodian partners.
What You’ll Do
- Client Relationship Management
- Transition your own book of high-net-worth clients into a tailored service model.
- Act as a primary advisor, delivering bespoke banking and investment solutions in collaboration with leading custodians.
- Conduct regular portfolio reviews and coordinate with internal teams to support long-term client goals.
- Business Development
- Leverage your existing network to introduce and integrate new clients into the firm.
- Actively prospect new HNW and UHNW individuals, families, and family offices through referrals, networking, and events.
- Maintain a strong pipeline to increase assets under management.
- Wealth Management Solutions
- Collaborate with investment specialists, tax advisors, and custodians to deliver holistic wealth strategies.
- Support client needs across growth, preservation, and succession planning.
- Market Insight & Leadership
- Offer proactive, insight-driven guidance based on market trends.
- Represent the firm at industry events, championing its high-value, partnership-led approach.
- Compliance & Risk
- Ensure adherence to all regulatory requirements and internal policies.
- Monitor and mitigate portfolio risk in line with client objectives and risk tolerance.
What We’re Looking For
- Experience
- Background in private banking, wealth management, or related roles at family offices, private banks, or external asset managers.
- Proven ability to bring and manage a book of HNW clients with a strong track record of increasing AUM.
- Skills & Attributes
- Excellent relationship management and interpersonal skills.
- A strong business development mindset and established network in the HNW/UHNW space.
- Deep understanding of complex financial needs and ability to deliver custodian-supported solutions.
- Entrepreneurial, proactive, and client-centric.
- High integrity, discretion, and collaborative spirit.
What’s on Offer
- Work within a dynamic, growing firm with access to global investment tools and trusted custodial partnerships.
- Competitive, uncapped compensation tied to business growth and client success.
- Autonomy and support to grow your book within a forward-thinking and collaborative environment.
Private Banker employer: ETRA Talent
Contact Detail:
ETRA Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banker
✨Tip Number 1
Network actively within the high-net-worth community. Attend industry events, seminars, and networking functions where you can meet potential clients and other professionals in the wealth management space. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Leverage your existing connections to gain referrals. Reach out to your network and let them know you’re looking for opportunities in private banking. A personal introduction can make a huge difference when trying to connect with decision-makers at firms like ours.
✨Tip Number 3
Stay updated on market trends and financial news. Being knowledgeable about current events and how they impact wealth management will not only help you in interviews but also demonstrate your proactive approach to potential employers.
✨Tip Number 4
Prepare to discuss your client management strategies in detail. Be ready to share specific examples of how you've successfully managed high-net-worth clients and increased assets under management. This will showcase your expertise and fit for the role.
We think you need these skills to ace Private Banker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private banking and wealth management. Emphasise your track record with high-net-worth clients and any specific achievements that demonstrate your ability to grow assets under management.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client relationship management and business development. Mention how your existing network can benefit the firm and provide examples of how you've successfully managed client portfolios in the past.
Showcase Your Skills: Highlight your interpersonal skills and business development mindset in both your CV and cover letter. Use specific examples to illustrate your understanding of complex financial needs and your ability to deliver tailored solutions.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any errors or inconsistencies. A polished application reflects your attention to detail and professionalism, which are crucial in the private banking sector.
How to prepare for a job interview at ETRA Talent
✨Showcase Your Network
As a Private Banker, your existing network is crucial. Be prepared to discuss how you've leveraged your connections in the past to bring in new clients and grow assets under management. Highlight specific examples of successful introductions or partnerships.
✨Demonstrate Client-Centric Solutions
Prepare to discuss how you tailor financial solutions to meet the unique needs of high-net-worth clients. Share examples of bespoke banking or investment strategies you've implemented, and how they aligned with client goals.
✨Stay Informed on Market Trends
Research current market trends and be ready to offer insights during the interview. This shows your proactive approach and ability to provide valuable guidance to clients based on the latest developments in wealth management.
✨Emphasise Compliance and Risk Management
Understanding compliance and risk is vital in this role. Be prepared to discuss how you've ensured adherence to regulatory requirements in previous positions and how you monitor portfolio risks to align with client objectives.
