Senior Private Banker - High Net Worth (HNW) Individuals

As a Senior Private Banker for High-Net-Worth Individuals, you will be responsible for delivering personalized financial solutions and exceptional service to affluent clients. You will manage and grow a portfolio of HNW clients by providing strategic advice across deposits, credit, and treasury services.  This role requires deep financial expertise, strong relationship management skills, and a commitment to confidentiality and discretion.

Key Responsibilities:

• Client Relationship Management:
  • Serve as the primary point of contact for HNW clients, building long-term, trust-based relationships.
  • Understand clients’ financial goals, risk tolerance, and personal values to deliver tailored solutions
• Portfolio Management:
  • Monitor client portfolios and proactively recommend adjustments based on market conditions and client objectives.
  • Ensure compliance with regulatory standards and internal risk policies.
• Business Development:
  • Identify and pursue opportunities to grow the client base through referrals, networking, and targeted outreach.
  • Maintain a deep understanding of the competitive landscape and emerging trends in private banking.
  • Transition existing book of business to GBC.  Timeline goal to be specified by Manager
• Credit & Lending Solutions:
  • Structure and manage complex credit facilities including mortgages, lines of credit, and tailored lending solutions.
  • Knowledge of and experience in Commercial Credit 

• Bachelor’s degree in Finance, Business, Economics, or related field; MBA or CFA preferred.
• Minimum of 7–10 years of experience in private banking or wealth management, with a focus on HNW clients.
• Proven track record of managing and growing a portfolio of affluent clients.
• Strong knowledge of financial markets and regulatory frameworks.
• Exceptional interpersonal, communication, and negotiation skills.
• High ethical standards and commitment to client confidentiality.

Preferred Attributes:

• Deep understanding of the needs of clients in specialized segments (e.g., sports, entertainment, family offices).
• Ability to navigate complex family dynamics.