Private Banker (m|f|x) Glasgow

Join us as a Private Banker, where you will take full ownership of ultra-high-net-worth client relationships, delivering tailored investment, banking, and wealth structuring solutions. In this senior role, you will be responsible for designing and implementing complex financial strategies that align with client objectives, while managing risk across portfolios and ensuring regulatory compliance.

You will lead client acquisition and revenue growth initiatives, leveraging your deep market knowledge and broad product expertise across all asset classes, including structured products and bespoke credit. As a senior member of the team, you will collaborate with product specialists to deliver a seamless, high-touch client experience.

Purpose of the role: To establish and nurture profitable partnerships with both corporate and individual clients. This role serves as the bridge between the bank’s offerings and clients’ needs, ensuring mutual benefit and long-term success.

Tasks

• Management of client relationships to identify the client’s financial goals, challenges, and risk tolerance in order to support the analysis of data obtained from various sources—including the investment portfolio and cash flow—to identify trends, insights, areas for improvement, and additional services to support the client’s needs.
• Research and understanding of the client’s industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Designing customized solutions that address the client’s specific needs and objectives, incorporating a range of products and services from the bank’s portfolio.
• Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that are beneficial to both the client and the bank.
• Provide guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies, and updates on market trends to ensure a positive and ongoing relationship.
• Assessing financial, legal, and operational risks associated with client relationships and implementing measures to minimize potential losses.
• Documenting all client interactions, transactions, and agreements to ensure transparency and auditability, and effectively communicating findings to support product development, service offerings, and the bank’s overall strategy.
• Monitoring client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Profile / Your qualification / Your personality

Essential Criteria

• Proven success in managing and advising ultra-high-net-worth clients, with a strong track record of deepening client relationships and growing AUM
• Ability to drive business growth by acquiring and developing new high-net-worth client relationships
• RDR Level 4 certified, including Securities and Derivatives, with a strong technical understanding of investment and credit products.
• Demonstrated ability to structure and deliver complex solutions across investments, lending, and wealth planning.
• Experience in identifying, monitoring, and managing risk across a sophisticated client portfolio.
• Strong commercial acumen and understanding of global markets, portfolio construction, and regulatory frameworks.

Desirable Qualifications

• Excellent communication and interpersonal skills, with the ability to inspire trust and build long-term client loyalty.
• Proven success in acquiring new clients and expanding market presence.
• Deep expertise in private banking, with the ability to deliver cross-border, multi-asset solutions.
• Experience mentoring junior bankers and fostering high-performing, collaborative teams.

Vice President Expectations

• To contribute to or set strategy, drive requirements, and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies and processes; deliver continuous improvements and escalate breaches of policies and procedures.
• If managing a team, they define roles and responsibilities, plan for the department’s future needs and operations, provide performance feedback to employees, and contribute to decisions regarding employee compensation. They may also lead a team of specialists to influence departmental operations in alignment with both strategic and tactical priorities, while balancing short- and long-term goals and ensuring that budgets and schedules meet corporate requirements.
• If the position involves leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment where colleagues can thrive and consistently deliver to an excellent standard. The four LEAD behaviors are: L – Listen and be authentic, E – Energize and inspire, A – Align across the enterprise, D – Develop others.
• OR, for an individual contributor, they will be a subject matter expert within their own discipline and will guide the technical direction. They will lead collaborative, multi-year projects and guide team members through structured assignments, identifying the need to involve other areas of expertise to complete the work. They will train, guide, and coach less experienced specialists and provide information relevant to long-term profits, organizational risks, and strategic decisions.
• Advise key stakeholders, including functional leadership teams and senior management, on functional and cross-functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team performs.
• Demonstrate a comprehensive understanding of the organization’s functions to contribute to achieving the business’s goals.
• Collaborate with other departments to ensure that support functions aligned with the business stay up to date with business activities and strategies.
• Create solutions based on sophisticated analytical thinking by comparing and selecting complex alternatives. In-depth analysis combined with interpretive thinking will be required to define problems and develop innovative solutions.
• Incorporate the findings of extensive research into problem-solving processes.
• Seek out, build, and maintain trusting relationships and partnerships with internal and external stakeholders to accomplish key business objectives, using influencing and negotiating skills to achieve results.

Application

You may be assessed on the key critical skills relevant to success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, and digital and technology, as well as job-specific technical skills.

Share this offer on LinkedIn →

Location

120 Bothwell Street, GB-G2 7JT Glasgow