The role supports the generation of new external client relationships across agreed industry sectors to achieve financial goals through tailored banking and investment services
Job Summary
The role supports the generation of new external client relationships across agreed industry sectors to achieve financial goals through tailored banking and investment services.
Candidates will work closely with senior stakeholders to manage relationships with entrepreneurs, founders, and owner-managed businesses while contributing to client event planning.
The company offers a generous pension contribution of up to 15%, an annual performance-related bonus, and flexible hybrid working patterns requiring at least two days in the office.
Matching Summary
The role supports the generation of new external client relationships across agreed industry sectors to achieve financial goals through tailored banking and investment services.
Salary
Base: £53,073 - £58,970; Bonus/Equity: Annual performance-related bonus; Benefits: Up to 15% pension contribution, share schemes, 28 days holiday
Skills & Requirements
Must-have
3-5 years Private Banking experience
High Net Worth client relationship support
Understanding of entrepreneur client needs
Strong organization and planning skills
Collaborative stakeholder engagement mindset
Nice-to-have
Experience with complex or vulnerable clients
Event planning and delivery experience
Sector insight for proactive engagement
Internal and external introducer relationship building
Key Requirements
3–5 years supporting High Net Worth client relationships
Experience within Private Banking, Wealth, or similar environment