Junior Private Banker – UHNW

About the role

We are looking for a Junior Private Banker to join our growing Private Banking and Wealth Management team in Leeds. You will work closely with senior bankers to serve ultra‑high‑net‑worth (UHNW) clients, providing tailored banking, credit and investment solutions.

Key responsibilities

• Support the Senior Private Banker in growing a portfolio of UHNW clients, understanding their financial goals and risk appetite.
• Act as the primary point of contact for clients, delivering exceptional service and financial advice.
• Conduct regular reviews of clients' investment and financial portfolios.
• Become a subject‑matter expert on banking products, credit advice, investment knowledge and complex client queries.
• Identify and onboard new clients through networking, referrals and strategic partnerships.
• Develop and execute tailored strategies to attract and retain wealthy clients in the region.
• Attend client events, wealth‑management forums and high‑profile gatherings in London.
• Advise on portfolio management, estate planning, succession and offshore structuring where relevant.
• Keep clients informed on market trends, economic updates and investment opportunities.

Required profile

• Level 4 RDR qualification or equivalent.
• Proven client‑servicing and relationship‑management experience with UHNW individuals.
• Experience in risk control and monitoring within a client book.
• Strong knowledge of global economic, political conditions and competitor activity.
• Previous experience managing a client base with investable assets of at least £3 million is desirable.

Required skills

• Knowledge of regulated credit agreements, investment advice, deposits, portfolio‑management services and financial promotions.
• High aptitude for the digital landscape and ability to manage evolving client needs.