Summary

This London-based executive director role leads new client acquisition and retention for ultra-high-net-worth financial institution and executive clients. The private banker will advise on investments, banking, credit, trust services, and holistic wealth planning while managing client relationships and coordinating internal specialists.

Responsibilities

• Acquire new clients across financial institutions and executives
• Generate business results and acquire new assets
• Advise clients on balance sheets and investments
• Develop holistic wealth planning and investment solutions
• Manage client relationships and deliver exceptional experiences
• Coordinate internal specialists for interdisciplinary advice
• Follow risk, control, and regulatory policies