The Role As an experienced Private Banker with a proven track record in building and managing high-net-worth client relationships. Skilled in delivering tailored financial solutions, growing assets under management, and driving revenue through strategic cross-selling. Passionate about helping clients achieve their financial goals while exceeding performance targets.

Responsibilities Comply with Regulatory & AML policies- this involves sanctions screening, PEP activity, large value transactions and high risk country monitoring. Further investigations to ensure activity of customer falls in line with CDD/KYC protocols. Liaising with OPS, MLRO & senior management of any significant exceptions. Interdepartmental coordination to deliver high quality services. Namely between Treasury, Settlement and OPS. Process all mortgage applications in a compliant manner, without errors and right first time. Administrative work to ensure all customer files are up to date: this includes periodic reviews of all customer files to assess the adequacy of all presented documentation and KYC information. Ensure compliance with laws and regulations relevant to aforementioned responsibilities by enrolling in workshops, training courses and/or obtaining relevant certifications. Ensure, where possible. customers are informed ...