Private Banker

  • Job Reference: 17702
  • Date Posted: 7 March 2025
  • Recruiter: Source Recruitment
  • Location: Jersey
  • Salary: On Application
  • Sector: Sales & Marketing
  • Job Type: Permanent

Job Description

An exciting opportunity within the high net worth and family office department of a Specialist Bank serving clients principally in the UK and South Africa.

The role holder will be responsible for managing and developing a portfolio of high-net-worth clients, family offices, and professional clients. The Private Banker will work closely with various departments within the Group to ensure a seamless client experience and to generate new business opportunities. Candidates should have proven experience in managing HNW clients, family offices, and professional clients, a strong understanding of financial products and services, a good understanding of lending parameters and products to generate lending opportunities to the Group, excellent communication and interpersonal skills and a bachelor's degree or relevant industry qualification (CFP, IAD, STEP etc).