Private Banker / Investment Manager

Our client is a major player within the investment and private banking sector providing holistic and innovative solutions to affluent and high net worth clients. Due to their NI growth plans Brightwater are seeking to recruit a private banker on their behalf with a view to acquiring, developing and servicing relationships across a range of clients.

Role Overview

The purpose of this role is to act as a relationship manager in order to maintain the highest levels of service and delivery to existing clients at all times. Through personal and client referrals, internal networks and corporate and investment banking sources, you will identify, develop and secure new relationships to further grow your own portfolio. Due to the company’s unique proposition in the marketplace you will have capability to offer a range of services depending on client demands including fiduciary solutions, wealth planning and structuring services, trust and estate planning as well as modelled, bespoke discretionary and advisory portfolios. This will also include banking and deposit services to support your clients’ borrowing needs.

Role Requirements

• IMC qualified. Candidates who have completed or are completing their CFA will also be considered.
• Ideally educated to degree level
• Strong relationship skills with experience of managing and handling the sophisticated needs of clients
• Effective in gaining an in-depth understanding of client needs and advising on a diverse range of wealth management solutions.
• Broad experience of the financial services industry particularly in the areas of regulated products, high net worth customers and asset management.
• Excellent market exposure and multi-disciplined private banking expertise.
• Strong interpersonal and communication skills
• Entrepreneurial spirit

The successful candidate can expect a market leading basic salary and benefits package.

Brightwater is acting as an employment agency for this vacancy.

For further information please contact Ruth McDonald on 028 90325325.