Senior Private Banker, UHNW Clients
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Key skills for this role
About the Role
The role involves managing ultra-high-net-worth client relationships, delivering tailored wealth solutions, and requires strong expertise in private banking and investment strat.
Key Skills for This Role
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Overview
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
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