Private Banker - Investment Advisor

Acolyte Executive Search has established a credible presence on behalf of leading private banks in the UK and across EMEA. Over the past 2 years with successful senior Private Banking hires into Citibank, Barclays, Julius Baer, JP Morgan and Goldman Sachs.

Proud to be recruiting for JP Morgan's for UK Private Bank team. The current need is to hire a Private Banker based in the London office to focus on growth of AUM across UK domiciled HNW/UHNW private clients (individuals and families), across investable assets. The successful hire will be focused on building the book of business, leveraging the existing support, operations and investment team. Sitting inside on of the existing team structures that includes 3 bankers and 3 support staff in the pod.

The successful candidate must demonstrate a minimum of 4 years of experience advising HNW individuals, either as financial advisor, investment consultant, capital raiser or private banker.

Must have full working rights in the UK.

Great flexibility to work from home.

Must be RDR compliant under the FCA guidelines - meeting any of the following criteria: Chartered Banker, CISI, CII, LIBF or IMC Level 4.

The office is based in the CBD, however, given the work from home flexibility the business is open to profiles who live outside the Greater Region of London.

Ideal and well-suited for candidates that are extrinsically motivated, with significant potential to earn based on results. Unmatched bonus potential - main metrics/kpis around the onboarding of new AUM clients.

Core offering is focused around 3 main financial solutions:

• Wealth Management - with personalised investment strategies, discretionary portfolio management & advisory services
• Wealth Planning - estate and succession planning. The successful hire will have other departments to leverage for this service offering.
• Family Office & Private Office - Reporting and custody services to single and multi-family offices.

What makes JP Morgan an elite private bank in the UK & Europe:

Outstanding investment management capabilities from traditional to private markets & alternatives - Clients have access to tailored investment guidance and unique opportunities across global markets, supported by a team of over 650 investment professionals.

Auxiliary banking facilities - JPM Private Bank provides cash management advice, deposit solutions, and custody services to help clients manage liquidity and safeguard assets. This is essential given the strong preference amongst clients to achieve capital preservation.

Interested in learning more? Please apply or James O'Callaghan via