International Private Bank, Private Banker, North West/North East Coverage, Manchester
On-site · Manchester, England, United Kingdom
Job Summary
Private Banker based in Manchester responsible for new client acquisition and retention across the North East Yorkshire region; provide holistic wealth management solutions spanning investments, banking, trust services, and financial planning. Build and maintain client relationships, understand client goals, develop investment plans with asset allocation and portfolio construction, and coordinate with internal specialists to deliver tailored solutions while adhering to risk, regulatory, and security guidelines.
Required Qualifications
- Experience working with high net worth individuals across Yorkshire and the wider North East client market
- Previous business development experience with profiling, negotiation and proactive referral generation
- Dynamic and credible professional with clear communication and presentation skills
- Strong organizational skills and disciplined approach
- Experience or understanding of investments, banking and trust concepts including asset allocation, portfolio construction, and wealth planning
- Strong reputation with an established network
- Willingness to collaborate with internal specialists to deliver comprehensive wealth solutions
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