This role entails managing and growing a portfolio of high-net-worth clients. The ideal candidate will be responsible for delivering bespoke banking, lending and wealth solutions tailored to each client's unique needs.
Key responsibilities include collaborating across the Private Wealth ecosystem and broader group to ensure seamless delivery of the full-service proposition. A strong focus on acquisition, advocacy and portfolio performance is also essential in this role.
Qualified candidates will possess a deep understanding of AML/KYC obligations, as well as proven success in acquiring and growing HNW client portfolios. Mastery in banking, lending or wealth, ideally across all three, is also highly desirable.
The ideal candidate will have excellent commercial acumen with a focus on portfolio profitability and risk management. Strong relationship-building and stakeholder engagement skills are also required. Ability to navigate complex client needs with discretion, insight and professionalism is crucial in this role.