Senior Private Banker, UHNW Clients

Our client is a highly regarded investment firm known for its advisory-led approach to wealth management deep research capabilities and strong focus on capital preservation. The firm delivers bespoke solutions to a select group of HNW and UHNW clients supported by a global expert network and an integrated platform across investments structuring and advisory.

The Role

This is a senior client-facing position focused on originating developing and maintaining long-term relationships with ultra-high-net-worth individuals and families.

The successful candidate will act as a trusted advisor deeply embedded in the clients financial ecosystem delivering holistic and highly tailored wealth solutions across investments structuring and legacy planning.

A critical part of the role is the ability to bring and transition a portable book of UHNW client relationships while continuing to grow and deepen these relationships over time.

Key Responsibilities ...