Senior Private Banker, UHNW Clients

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 client's 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

• Develop, transition, and actively manage a portfolio of UHNW client relationships, with a strong focus on trust and long-term retention
• Act as a primary advisor and, where relevant, a quasi-family office partner to clients and their advisors
• Conduct comprehensive wealth diagnostics, including analysis of complex asset structures such as operating businesses, real estate, and alternative investments
• Design and implement tailored investment strategies aligned with client objectives, risk profiles, and global market dynamics
• Coordinate with internal and external experts across legal, tax, and structuring to deliver integrated wealth planning solutions, including cross-border aspects
• Drive client engagement through high-quality communication, including investment proposals, portfolio reviews, and market insights
• Identify opportunities to deepen relationships and increase share of wallet through thoughtful, needs-based advisory

What Sets This Opportunity Apart

• Access to a differentiated investment platform with strong research and sourcing capabilities
• A genuinely advisory-led environment rather than a product-driven model
• Selective client base with a high degree of autonomy
• Close collaboration with senior experts across investments, structuring, and legal advisory