Summary

This London-based private banker role focuses on acquiring new clients and assets while retaining institutional wealth and family office relationships. The role provides holistic advice across investments, banking, credit, trust services, and wealth planning while working onsite with internal specialists.

Responsibilities

• Acquire new clients and assets
• Advise clients on holistic wealth strategies
• Assess investment, credit, and banking needs
• Develop portfolio and wealth planning solutions
• Coordinate internal specialists for client delivery
• Maintain long-term institutional relationships
• Follow regulatory, risk, and security controls