Private Banker / Senior Investment Manager

Posted 10 January by Exchange Street Financial Services

Our client is a Private Bank with an impressive reputation for their discretionary portfolio and asset management offerings. With offices in key economic cities across the UK their strong balance sheet puts them in the position of being able to accommodate high quality advisers who have loyal client followings.

Alongside providing a first class service across all areas of banking, investment planning and financial planning to a portfolio of HNW clients, the role will also entail developing the brand in the wider market in order to increase revenue and referrals to the organisation from solicitors, accountants, private equity firms and IFAs. Whilst being able to offer a similarly comprehensive service to their often larger rivals, the organisation has a more localised view than globally focused banks which gives them a unique selling point in the UK.

To be considered it is a pre-requisite that applicants have a first-class track record within the investment/private banking industry of generating new income streams from a variety of sources. Those who have worked successfully within the discretionary space will be most sought after. Candidates will also be qualified to an RDR compliant standard, preferably holding CISI Diploma or Chartered Financial Analyst status.

The firm is exceptionally professional and requires senior candidates with the necessary gravitas and contacts to make this position their own. It will suit those individuals with an entrepreneurial spirit and the wish to help a growing brand expand further.

Required skills

  • Business Development
  • HNW
  • Investment
  • Private Banking

Reference: 22561611

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