19 Private Banking Jobs

Location: On site in Coral Gables, FL Summary As a Private Banker (PB), you are responsible for business development of high net worth individuals as well as professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices. You are responsible for advising these clients on … acquire new assets, both from new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business Ensure that proposed … all risk and control policies, regulatory guidelines and security measures Performs all other duties as assigned. QUALIFICATIONS 5 plus years of work experience in Private Banking or Financial Services Bachelor's Degree and formal bank credit training preferred Proven sales success and strong business acumen Strong community presence more »

are Monday-Friday, 9am-5pm with a 1-hour lunch. Key Responsibilities: Providing , monitoring and analysing all data for the Consumer Duty dashboard for Private Banking and Business Development. Elicits, analyses, specifies, and validates the business needs of Private Banking in relation to Consumer Duty Collaborates … Experience: Experience with the FCA's Consumer Duty Regulations preferred. 3- 5 years’ experience in a similar financial services business analyst type role, ideally Private Banking Proven experience with business and technical requirements analysis, modelling, and methodology development Demonstrated project management skills, including planning, organizing, and managing resources … to investigate client issues In return we offer a fantastic benefits package including: Up to 10% employer pension contribution Life Assurance Cover Income protection Private Medical Insurance plan (upon successful completion of probation period) Contribution to glasses/contacts and eye testing Gym subsidy (up to £50 per month more »

branch, with significant focus on the Global Markets, MiFID II, EMIR-related elements of the relevant business lines as well as cover for Global Banking Coverage and Private Banking Compliance as part of the Advisory team. Regulatory Frameworks: Support and advise the business on operationalising Compliance frameworks … as FATCA/CRS, Cross-Border and Market Abuse. Qualifications & Experience 5+ years’ Compliance experience preferred – either in an Advisory role within a Wholesale Banking or Private Banking environment. Degree educated with Legal, Banking and/or Compliance qualifications. Relevant experience in a Compliance or Audit … within an international bank, ideally experienced at working within a matrix management organisation across multiple cultures. Excellent demonstrable working knowledge of UK and EU banking regulations. Ability to work under pressure and to tight deadlines. Strong analytical, interpersonal and communication skills with excellent attention to detail. Fluent in English more »

are Monday-Friday, 9am-5pm with a 1-hour lunch. Key Responsibilities: Providing , monitoring and analysing all data for the Consumer Duty dashboard for Private Banking and Business Development. Elicits, analyses, specifies, and validates the business needs of Private Banking in relation to Consumer Duty Collaborates … the business requirements to ensure that requirement specifications are correctly interpreted. Key Skills/Experience: Experience with FCA's Consumer Duty, preferably in a Banking environment 3- 5 years’ experience in a similar financial services business analyst type role Proven experience with business and technical requirements analysis, modelling, and … to investigate client issues In return we offer a fantastic benefits package including: Up to 10% employer pension contribution Life Assurance Cover Income protection Private Medical Insurance plan (upon successful completion of probation period) Contribution to glasses/contacts and eye testing Gym subsidy (up to £50 per month more »

lives of your clients, we are interested in talking to you. First Horizon Advisors is the Wealth Management business of First Horizon, a leading banking franchise in the Southeastern United States. With $64 billion under management and administration and a client centric mission, First Horizon Advisors offers Financial Planning … Investment Management, Brokerage, Trust, Private Banking and Family Office Services to our clients. Additional Responsibilities: • Drive growth in your market and achieve revenue and profitability goals. • Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. • Develop client relationships through internal banker referral … counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately 7,300 associates and 418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern more »

We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive … are looking to grow their team substantially as part of their structured growth plan. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach. In the last couple … who can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be more »

c. £26-30k OTE £55-70k Benefits include: Industry-leading commission structure - Up to 30% commission on your sales and placements Excellent private healthcare for you and your family (family cover is subsidised). 25 days annual leave increasing to 30 as a reward for longevity in … key role in delivering talented candidates to long standing clients across the world. Working with an International client base across Europe – including Asset Management, Private Banking, Investment Banks and prestige Stock Exchanges. Mostly placing contractor roles (c70%), you will enjoy a varied role working on Permanent mandates too more »

Our Banking client is looking for Deputy Branch Manager to join their team on a full-time permanent basis. Ideal candidate must have 10 years + experience in a similar role gained either Private Banking or Retail Banking background. Responsibilities include but are not limited to … activities and liquidity interest rates and foreign exchange business and ensure FCA, Bank of England and Head Office requirements are respected. To ensure Operations Banking Business Compliance and Accountancy is in compliance with the Banks Procedures and Standing instructions issued by Management and Head Office Internal Audits - to ensure … and appropriate action is taken. Skills and knowledge: The ideal candidate must have 10 years + experience in a similar role gained either from Private or Retail Banking background. Proven experience dealing with HNW customers is essential. Fluent in Arabic language skills essential. more »

expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank. We have one clear purpose – to simplify life’s financial challenges. Providing a personal and holistic approach to wealth management, we know how … positive social impact for our community and we champion climate action by reducing our carbon footprint. Summary of Key Purpose: The purpose of the Private Banking Assistant role is to be part of the Client Service Team (CST) supporting the Private Bankers. It is a vital link … between Clients, Private Bankers and Support Services from initial client introduction and throughout the life of the relationship. The Private Banking Assistant will ensure on behalf of their Business Unit that all aspects of the Client’s experience with SG Kleinwort Hambros are dealt with in a more »

SALARY 40-60K (depending on experience) The Company: Our client is a Private Bank specialising in investment, institutional asset management & private wealth management. The Role: This is a fantastic opportunity to support a top performing relationship management team who run an impressive book with the administration of … UHNW private client portfolios, predominantly investment focused with some lending. This role requires a Fluent Swedish Speaker. The Assistant Relationship Manager for the Private Bank will build and maintain strong relationships with the private clients whilst handling day-to-day correspondence with them and their representatives. Handling … data requests from UHNW private clients and stakeholders within the Global Private Bank The Assistant Relationship Manager will keep the Private Banks Relationship Managers up to date with all private client rated information and delegating tasks accordingly. The Assistant Relationship Manager will assist with cash management more »

successful hire will most likely have: A background in asset management (institutional or retail investment management) or an adjacent industry such as wealth management, private banking, or investment banking. Front office experience is key and an understanding of trends in asset management business is desirable. Breadth of technology more »

Head of Products – UK Banking Hybrid Role – 1 day a week in London Role purpose The Head of Products within this growing Shariah-compliant challenger bank will be responsible for leading on the Bank’s product strategy and ensuring the Banks offering achieves its financial targets, responsible banking … managers are also expected to adhere to all policies and procedures and ensure their team function effectively. Skills required Extensive knowledge of the UK banking market and across a range of private banking products, experience of developing products and managing the full end to end lifecycle across more »

for their outstanding culture, great opportunities for progression, and dedication to its employees' development. As a key consulting partner to leading wealth managers and private banks, they actively contribute to the modernisation and transformation of the industry. Role Overview: The role is an opportunity to be part of a … client service proposition design, regulatory change, process improvement, digital transformation, and technology platform implementation. Requirements: Operational or change experience in wealth, asset management, or private banking Ability to deliver change from strategy through solution implementation Understanding of how these businesses deliver value, control costs, and grow their business more »

lives of your clients, we are interested in talking to you. First Horizon Advisors is the Wealth Management business of First Horizon, a leading banking franchise in the Southeastern United States. With $64 billion under management and administration and a client centric mission, First Horizon Advisors offers Financial Planning … Investment Management, Brokerage, Trust, Private Banking and Family Office Services to our clients. A dditional Responsibilities: • Drive growth in your market and achieve revenue and profitability goals. • Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. • Develop client relationships through internal banker … counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately 7,300 associates and 418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern more »

K Salary (dependent on experience) THIS ROLE IS A 12 MONTH FTC - MATERNITY COVER The Company Our client is a UK Private Bank with International exposure in varied activities in banking, financial planning and investment management. The Role This is a great opportunity for a Client Services Executive … in Private Banking or Wealth Management in a supporting role to the Client Relationship Manager and their client book of UK & International clients. The successful candidate will support and assist the Client Relationship Manager with Client Account Opening – KYC documentation, general banking, investment management and all client … for Client Relationship Manager meetings and general business trips. The Candidate + 2 years’ minimum experience in a similar client supporting role in a Private Banking or Wealth Management environment CeMap or IAD - beneficial but not essential Takes ownership for tasks and challenges and seek continuous improvement more »

are on the lookout for an iSeries Developer to come in on a contract basis. Key Skills/Requirements: Experience in Financial Services (ideally private banking) Knowledge of Paladign update module Experience of developing on the IBM i (IBM iSeries, System i, i5, AS400) using RPG and CL more »

topics where required, in conjunction with the local business team Qualifications Essential Skills: Core Project Management experience and skills (7 years+) Wealth Management/Private Banking knowledge and experience Ability to communicate and produce high-quality presentation materials Hands-on technical project implementation experience Desired Skills: Knowledge of more »

We are seeking a versatile Project Manager/Business Analyst (hybrid) with a strong background in both business and technology projects, specifically in the banking and financial services sector. The ideal candidate will possess an in-depth knowledge of digital platforms, front and back-office processes and technologies, and … in modelling techniques like BPMN and UML. Strong organisational skills with a proactive mind-set. Experience & qualifications: Required: 5+ years in Financial Services/Banking, with exposure to front-office (Corporate and Private Banking) and related back-office functions. 5+ years as a Business Analyst and Project more »

We are seeking a versatile Project Manager/Business Analyst (hybrid) with a strong background in both business and technology projects, specifically in the banking and financial services sector. The ideal candidate will possess an in-depth knowledge of digital platforms, front and back-office processes and technologies, and … in modelling techniques like BPMN and UML. Strong organisational skills with a proactive mind-set. Experience & qualifications: Required: 5+ years in Financial Services/Banking, with exposure to front-office (Corporate and Private Banking) and related back-office functions. 5+ years as a Business Analyst and Project more »