Senior Private Banker (CISI Invest. Advice Level 4)

Senior Private Banker – UHNW Clients, UK & Western Europe

Our client is a globally recognised, successful bank that provides world‑class services to a wide range of institutions and individuals, offering a comprehensive range of retail and corporate financial services/products. The bank boasts over 10 million active customers in more than 700 business locations. The Curve Group is recruiting on behalf of this bank to acquire an experienced Senior Private Banker.

CISI Investment Advice Level 4 with Securities Module (or equivalent) is an essential qualification for this role.

Please note that this position is a hybrid role with 3 days in the office and 2 days working from home.

Key Responsibilities

• Provide investment advisory services based on first‑hand analysis of client needs, preferences and trends to develop, grow and maintain a strong HNI client base, offering wealth management solutions, mortgage services and other banking services to the target market.
• Support the growth and profitability of the Private Banking Portfolio (Wealth Management and Mortgages) through solicitations and referrals.
• Develop sales leads from internal sources, the Bank\’s group, client referrals and personal network.
• Onboard clients for private banking products and services in accordance with UK and the Bank\’s UK procedures and regulations.
• Proactively develop client relationships, anticipate and provide solutions to client needs, and give high priority to client satisfaction, meeting or exceeding agreed performance targets and objectives, particularly those relating to net new money, income generation, product sales and new client growth targets.

Technical Responsibilities

• Achieve an accurate assessment of a client’s risk profile, suitability and appropriateness for the Bank’s Wealth Management Service, ensuring a good outcome for the client.
• Proactively manage the clients’ investment portfolios by applying a range of portfolio management techniques.

Service Responsibilities

• Efficiently collaborate with other stakeholder departments critical to the successful execution of client requests, living the Bank’s values.

Benefits

• Up to 10% employer pension contribution
• Life Assurance Cover
• Income protection
• Private Medical Insurance plan (upon successful completion of probation period)
• Contribution to glasses/contacts and eye testing
• Gym subsidy (up to £50 per month)
• Cycle to work scheme
• Employee Assistance Program
• Interest Free season ticket loan for travel
• 25 days annual leave, rising to 28 after 3 years and 30 after 8 years’ service
• Give As You Earn (GAYE)