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Private Banker

United Kingdom, Glasgow · Job Posted December 23, 2025
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Job Description

Join us as a Private Banker, where you will take full ownership of ultra-high-net-worth client relationships, delivering tailored investment, banking, and wealth structuring solutions. In this senior role, you will be responsible for designing and implementing complex financial strategies that align with client objectives, while managing risk across portfolios and ensuring regulatory adherence. You will lead client acquisition and revenue growth initiatives, leveraging your deep market knowledge and broad product expertise across all asset classes, including structured products and bespoke credit. As a senior member of the team, you will be collaborating with product specialists to deliver a seamless, high-touch client experience.

Job Responsibility

  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

Requirements

  • Proven success in managing and advising ultra-high-net-worth clients, with a strong track record of deepening client relationships and growing AUM
  • Ability to drive business growth through acquiring and developing new high-net worth client relationships
  • RDR Level 4 qualified, including Securities and Derivatives, with strong technical understanding of investment and credit products
  • Demonstrated ability to structure and deliver complex solutions across investments, lending, and wealth planning
  • Experience in identifying, monitoring, and managing risk across a sophisticated client portfolio
  • Strong commercial acumen and understanding of global markets, portfolio construction, and regulatory frameworks

Nice to have

  • Excellent communication and interpersonal skills, with the ability to inspire trust and build long-term client loyalty
  • Demonstrated success in new client acquisition and expanding market presence
  • Deep private banking expertise, with the ability to deliver cross-border, multi-asset solutions
  • Experience mentoring junior bankers and fostering high-performing, collaborative teams

What we offer

  • Working flexibly
  • Hybrid working
  • Structured approach to hybrid working
  • Supportive and inclusive culture and environment
  • Commitment to providing a supportive and inclusive culture

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