обновлено 6 дней назад
Senior Private Banking Executive (Fintech)
53 073 - 58 970GBP
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Private Banking Executive (Fintech): Supporting high-net-worth entrepreneur clients with complex banking, lending, and investment needs with an accent on relationship management and sector-specific insight. Focus on delivering seamless client support, managing stakeholder relationships, and contributing to the growth of the Entrepreneurs proposition.
Location: Must be based in London (Hybrid: minimum 40% time in office required)
Salary: £53,073–£58,970
Company
A leading UK financial institution transforming its services through significant investment in people, data, and technology.
What you will do
- Support Private Banking Managers and Directors in managing complex entrepreneur and founder client relationships.
- Ensure seamless delivery of banking, lending, investment, and estate planning services.
- Contribute to client meetings, relationship planning, and proactive engagement strategies.
- Plan and deliver client and colleague events to strengthen the Entrepreneurs proposition.
- Build and maintain relationships with internal and external introducers to drive sustainable growth.
Requirements
- 3–5 years of experience supporting High Net Worth client relationships in Private Banking or Wealth Management.
- Solid understanding of the financial services landscape and the specific needs of entrepreneur clients.
- Strong organizational and planning skills with the ability to manage multiple priorities.
- Collaborative mindset and confidence in stakeholder engagement.
- Must be able to work from the London office at least 40% of the time.
Nice to have
- Experience supporting complex or vulnerable client situations.
- Background in contributing to client engagement initiatives or events.
Culture & Benefits
- Generous pension contribution of up to 15%.
- Annual performance-related bonus and share schemes.
- 28 days of holiday plus bank holidays.
- Comprehensive wellbeing initiatives and parental leave policies.
- Flexible benefits package including discounted shopping.
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