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UHNW Relationship Manager / Private Banker

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Description

  • Permanent
  • London
Job Title: UHNW Relationship Manager / Private Banker

 

Our client is seeking an established Ultra High Net Worth (UHNW) Relationship Manager / Private Banker with a proven track record of managing and growing significant client relationships. The successful candidate will have deep expertise across UHNW markets, an established network of clients and intermediaries, and a demonstrable ability to originate, develop, and retain high-value relationships.

 

This is an opportunity for an accomplished private banking professional to join a leading platform and deliver bespoke wealth management solutions to sophisticated clients, acting as a trusted advisor across investment, financing, liquidity, and wealth planning needs.

 

Key Responsibilities

Manage and Grow UHNW Client Relationships

  • Develop and maintain trusted, long-term relationships with UHNW clients, gaining a comprehensive understanding of their businesses, wealth structures, objectives, and sources of wealth creation.
  • Act as a strategic advisor, providing personalised guidance and delivering exceptional client service.
  • Leverage an established network to identify and develop new client opportunities.

Deliver Bespoke Wealth Solutions

  • Partner with clients to understand their financial goals and develop tailored solutions across investments, lending, liquidity management, and risk management.
  • Collaborate with internal specialists to provide comprehensive wealth management strategies aligned with clients’ evolving needs.
  • Identify opportunities to introduce innovative products and services that deliver measurable value.

Drive Business Development & Growth

  • Demonstrate a strong track record of client acquisition, revenue generation, and portfolio growth within the UHNW segment.
  • Proactively identify, pursue, and convert new business opportunities through an established network of clients, family offices, and professional intermediaries.
  • Develop and execute a clear business strategy to achieve ambitious growth objectives.

Collaborate Across the Private Bank

  • Work closely with investment specialists, product partners, and support teams to deliver seamless client solutions.
  • Share expertise and market insight to support the development of colleagues and enhance the overall client experience.
  • Build strong partnerships across the organisation to resolve complex client requirements efficiently.

Uphold Risk, Compliance & Integrity Standards

  • Maintain the highest standards of integrity, professionalism, and regulatory compliance.
  • Ensure clients receive appropriate advice with a clear understanding of investment risks and strategic considerations.
  • Promote a strong risk culture while delivering exceptional client outcomes.

 

Experience & Qualifications
  • Extensive experience as a UHNW Relationship Manager, Private Banker, or Senior Wealth Advisor within a leading private banking environment.
  • Proven success managing and growing substantial UHNW client portfolios across relevant markets.
  • Established network of UHNW clients, family offices, and professional intermediaries.
  • Demonstrated ability to originate new business, win mandates, and develop long-term client relationships.
  • Strong track record of delivering bespoke investment, lending, and wealth management solutions.
  • Experience collaborating with internal teams and influencing senior stakeholders across a complex organisation.
  • Deep understanding of wealth management products, markets, and regulatory considerations.

 

Key Skills & Attributes
  • Exceptional relationship management and client advisory skills.
  • Strong commercial mindset with a proven ability to drive business development.
  • Entrepreneurial, proactive, and opportunity-focused approach.
  • Excellent communication, negotiation, and influencing skills.
  • Ability to manage multiple priorities while maintaining a high level of client service.
  • Strong awareness of risk, governance, and compliance requirements.
  • High levels of professionalism, discretion, and integrity.

To apply for this job email your details to london@psdgroup.com

Overview

Role
UHNW Relationship Manager / Private Banker
Role type
Permanent
Location
London
Date posted
Posted on 08/07/2026
Expiration date
07/08/2026

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