Private Banker – Jersey

Shape the future of client wealth. Build meaningful relationships. Grow your career.

We're offering an exciting opportunity for an experienced Private Banker to join our Jersey team on a permanent basis. This role is perfect for someone who thrives on building deep client relationships, providing tailored financial advice, and driving commercial growth within a dynamic, client‑focused environment.

As a trusted adviser, you'll manage a sophisticated portfolio of high‑net‑worth clients and entities, delivering exceptional service across investments, lending, wealth planning and banking. You'll play a pivotal role in growing client relationships, developing new opportunities, and representing our brand within the market.

What You'll Do

Lead and Elevate Client Relationships

• Act as the dedicated relationship manager for a portfolio of private clients, overseeing every aspect of their banking, investment, wealth planning and credit needs
• Serve as the primary point of contact, ensuring client needs are understood, prioritised and expertly fulfilled
• Build long‑term, commercially rewarding relationships that enhance client satisfaction and drive new business

Drive Growth and Deliver Tailored Advice

• Proactively develop existing client relationships while identifying and converting opportunities with potential new clients
• Deliver high‑quality financial, investment and lending advice aligned with internal policies and professional standards
• Promote our brand through active networking, attending industry events and representing our organisation in the marketplace

Strategic Client Engagement

• Travel when required to meet clients and prospects, nurturing relationships that support retention and growth
• Collaborate with internal specialists to source the right solutions and deliver a seamless client experience
• Complete annual suitability reviews and risk assessments, ensuring every client remains properly assessed and supported

Operational Excellence & Risk Management

• Achieve annual financial targets that support our broader strategic objectives
• Assist the Lending team with risk management to ensure safe and effective delivery of finance solutions
• Maintain high standards of compliance, regulatory adherence and governance across your portfolio
• Support the development of colleagues and contribute to a high‑performing team culture

Continual Development

• Commit to your ongoing professional development, staying informed of industry trends, regulatory updates and best practices
• Demonstrate a proactive approach to learning, excellence and improvement

What You'll Bring

Experience & Expertise

• Proven track record advising high‑net‑worth clients in a regulated environment
• Demonstrated success in building, maintaining and growing client relationships
• Strong understanding of investment products, lending solutions and wealth planning principles
• Experience managing a diverse client portfolio, ideally with exposure to international wealth structuring
• Excellent knowledge of compliance, governance and regulatory frameworks

Skills & Strengths

• Commercially minded with the ability to identify opportunities aligned with client needs
• Confident decision‑maker with strong influencing and negotiation skills
• Analytical, detail‑oriented, and highly organised
• Adaptable and able to respond effectively to evolving client circumstances
• Excellent communication skills—verbal and written—across all levels
• A collaborative team player with leadership potential, resilience, and strong personal drive

Qualifications

• RDR‑compliant investment qualification (Level 6 minimum)

This role offers the chance to make a meaningful impact, work with sophisticated clients, and join a forward‑thinking team dedicated to excellence. If you're driven, relationship‑focused, and ready to help clients navigate complex wealth landscapes, we'd love to hear from you.