Rothstein Recruitment
Relationship Manager - Private Banking - (UHNW Clients)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Relationship Manager - Private Banking - (UHNW Clients)
Excellent opportunity opens for a Relationship Manager to join a renown global European Private Bank. This role is focused on driving new UK client acquisition within the Ultra High Net Worth (UHNW) segment. You will be responsible for building and developing your own client book from the ground up, leveraging your network, market expertise, and entrepreneurial mindset to deliver long-term growth.
This role offers the opportunity to:
- Join a highly respected international private bank with a strong global platform and brand credibility
- Build and scale your own UHNW client book with full commercial ownership
- Access a sophisticated, open-architecture investment platform and tailored lending solutions
- Work in an agile, growth-focused environment with strong internal support functions
- Position yourself as a trusted advisor to UHNW individuals, families, and entrepreneurs
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Main Responsibilities:
- Proactively originate and acquire new UHNW clients through your existing network and business development activities
- Build, develop, and manage long-term relationships with clients, acting as their primary trusted advisor
- Deliver tailored wealth management solutions across investments, credit, and broader banking services
- Identify client needs and collaborate with internal specialists to provide holistic solutions
- Drive revenue generation through effective client engagement and cross-selling opportunities
- Maintain a strong understanding of market trends, competitor offerings, and client segments
- Ensure full compliance with regulatory requirements and internal risk frameworks
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Key Requirements:
- 5/7 years + of experience within Private Banking or Wealth Management
- Proven track record of acquiring and developing UHNW client relationships (portable network highly advantageous)
- Demonstrated ability to build a client book from scratch rather than relying on inherited relationships
- Strong commercial mindset with a consistent history of revenue generation
- Deep understanding of wealth management products, including investments and credit solutions
- Excellent interpersonal and relationship-building skills, with a high level of credibility among UHNW clients
- Relevant qualifications (e.g. CISI, IAD or equivalent)
Interested? Please Apply in:
Relationship Manager, Private Banking, AUM, Ultra High Net Worth Clients, Client Book, Client Portfolio, UHNW, Entrepreneurs
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location