The Client

An award winning name in the Private Banking market ,genuinely able to win business based upon the strength of its brand, this leading global Private Bank wishes to expand it's Private Client offering in their Edinburgh Office.


The Opportunity

You will be given the opportunity to work with an existing portfolio of significant clients - High Net Worth of greater than £1m, and will work within a team tasked to identify new client oppportunities to supplement existing business. A multi-faceted role, your focus will be to demonstrate strong ability to attract and retain clients and deliver complex financial planning solutions to a financially astute client base.

Successful Private Bankers in this role currently demonstrate excellence in business development and networking skills, strong client management skills and the ability to effectively deal with internal leads provided.


The Individual

Your skills should include experience of managing a portfolio of HNW clients preferably from within a Private Banking or Professional Connection/Private Client IFA environment. CF30 status is essential and preference may well be given to candidates with the IMC qualification.