Job Title: Senior Private Banking Specialist – Midlands Region
Location: Midlands - fully remote
Overview:
Our client, a distinguished and long-established financial institution with a rich heritage of over three centuries, is seeking an accomplished senior private banking professional to join their team. This unique opportunity involves launching the presence of their private banking arm in Birmingham, serving high-net-worth clients with complex financial needs. The role offers a blend of strategic relationship management and bespoke lending solutions within a family-oriented culture that emphasises long-term service, community engagement, and philanthropy.
Position Summary:
This senior role requires a seasoned banking professional with extensive experience in managing high-net-worth individuals and their complex financial portfolios. The successful candidate will be responsible for cultivating and maintaining a portfolio of affluent clients, including landowners, entrepreneurs, and private estates, primarily focusing on sophisticated lending arrangements. The position involves initial operation from a major financial center, gradually shifting to a fully remote working arrangement.
Key Responsibilities:
- Develop and grow a relationship portfolio of high-net-worth clients, with an emphasis on complex lending solutions and wealth management.
- Engage with clients to understand their bespoke financial needs, offering tailored lending, deposit, and card services.
- Manage a sizable client base, with ongoing acquisition of new relationships annually.
- Collaborate with regional team members to expand the bank’s presence and service quality within the Midlands.
- Lead on loan structuring, risk assessment, and compliance within the bank’s high-value lending framework.
- Represent the bank’s core values, promoting long-term client relationships and delivering exceptional service.
Ideal Candidate Profile:
- Proven senior-level experience in private banking or relationship management capacity, ideally with a focus on sophisticated lending.
- Extensive client relationship management background, with a track record of handling ultra high & high-net-worth portfolios.
- Deep understanding of complex lending products whilst providing first class banking services.
- Strong interpersonal skills, with an ability to build rapport with affluent clients and internal teams.
- Demonstrated success in business development and client acquisition.
Qualifications & Experience:
- Significant experience managing high-value client portfolios, particularly with lending needs of £1m+.
- Strong understanding of the Midlands market.
- Financial services or banking qualification(s) are advantageous.
Compensation & Benefits:
- Competitive salary range, reflecting seniority and experience, with a discretionary bonus ranging up to 30% for outstanding performance.
- Pension contributions at 20% by employer which is above standard schemes.
- Flexible working arrangement, starting with a mix of on-site presence and remote work before being fully remote.
Additional Information:
- Initial onboarding involves working from a major financial hub, with a gradual transition to home-based work.
- The employer fosters a family-like atmosphere, emphasising community involvement and corporate philanthropy.
- The role is strategic in establishing a new regional presence, offering an opportunity to shape the bank’s future in a key market.
If you are a seasoned private banking professional seeking a senior role within a reputable, heritage-driven organisation committed to long-term client relationships and community values, we invite you to apply.
