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For Companies At a Glance
- Tasks: Lead business development for ultra-high-net-worth clients and family offices.
- Company: Join a fast-growing investment firm with significant purchasing power.
- Benefits: Enjoy an excellent base salary, market-leading bonuses, and potential partnership opportunities.
- Why this job: Be part of an entrepreneurial platform with autonomy and the chance to shape its future.
- Qualifications: Proven track record in managing UHNW relationships and a strong personal network.
- Other info: Confidential inquiries welcome; all discussions treated with utmost discretion.
The predicted salary is between 72000 - 108000 £ per year.
Location: Birmingham
Compensation: Excellent base + market-leading bonus structure
Equity/Partnership: Potential route to partnership for high performers
Our client, a top flight, fast-growing investment firm with huge purchasing power, is seeking to appoint a Senior Private Banker to lead the origination of new relationships with ultra-high-net-worth individuals (UHNW) and family offices. This is a senior-level opportunity focused on business development. The successful candidate will be expected to bring a demonstrable track record of winning new UHNW clients, a relevant personal network, and the capability to structure and deliver tailored wealth solutions in a sophisticated and discreet environment.
The Opportunity
- Business development, target UHNW individuals and family offices to secure as clients for the firm
- Join a highly entrepreneurial platform with a flat structure and significant autonomy
- Attractive and transparent compensation structure with meaningful performance incentives
- Opportunity to build towards long-term partnership
Candidate Profile
- Strong record of originating and managing UHNW and/or family office client relationships
- A personal network or pipeline capable of generating near-term inflows
- Background in private banking, sales, investment advisory, or multi-family office environments
- Discreet, credible, and client-focused, with the ability to operate independently
- Motivated by long-term alignment and the opportunity to help shape a growing platform
For a confidential conversation, please contact us directly. All enquiries will be treated in the strictest confidence.
Senior Private Banker - Family Office and UHNW Clients employer: Investment Management Partners
Contact Detail:
Investment Management Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Banker - Family Office and UHNW Clients
✨Tip Number 1
Network strategically within the private banking and wealth management sectors. Attend industry events, conferences, and seminars where UHNW individuals and family office representatives are likely to be present. Building relationships in these settings can lead to valuable introductions.
✨Tip Number 2
Leverage your existing connections to gain referrals. If you have a personal network that includes professionals who work with UHNW clients, reach out to them for introductions. A warm introduction can significantly increase your chances of securing a meeting.
✨Tip Number 3
Stay updated on market trends and investment opportunities that appeal to UHNW clients. Being knowledgeable about current financial landscapes will help you engage in meaningful conversations and demonstrate your expertise when networking.
✨Tip Number 4
Consider joining professional associations or groups focused on private banking and wealth management. These platforms often provide access to exclusive resources, networking opportunities, and insights that can enhance your profile as a candidate for this role.
We think you need these skills to ace Senior Private Banker - Family Office and UHNW Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private banking and your track record with UHNW clients. Use specific examples to demonstrate your success in business development and client relationship management.
Craft a Compelling Cover Letter: Your cover letter should reflect your understanding of the role and the firm. Emphasise your personal network and how it can benefit the company. Be sure to convey your motivation for joining their entrepreneurial platform.
Showcase Relevant Achievements: In both your CV and cover letter, include quantifiable achievements that showcase your ability to secure new clients and manage relationships effectively. This could be in terms of revenue generated or number of new clients acquired.
Proofread and Edit: Before submitting your application, thoroughly proofread your documents. Check for any grammatical errors or typos, as attention to detail is crucial in the finance industry. A polished application reflects professionalism.
How to prepare for a job interview at Investment Management Partners
✨Showcase Your Network
Make sure to highlight your existing personal network during the interview. Discuss how your connections can lead to potential clients and demonstrate your ability to leverage these relationships for business development.
✨Demonstrate Your Track Record
Prepare specific examples of your past successes in originating and managing UHNW client relationships. Be ready to discuss the strategies you employed and the results you achieved, as this will showcase your capability to deliver tailored wealth solutions.
✨Understand the Firm's Culture
Research the firm's entrepreneurial platform and flat structure. Be prepared to discuss how you can thrive in such an environment and contribute to its growth, showing that you align with their values and vision.
✨Prepare Thoughtful Questions
Have insightful questions ready about the firm's approach to client management and business development. This not only shows your interest but also demonstrates your strategic thinking and understanding of the industry.
