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Job Title: Private Banking Manager Location: Winchester Reporting to: Branch Manager About the Role We are seeking an experienced and commercially driven Private Banking Manager to join a relationship-focused banking environment. This role is centred on managing and growing a portfolio of high-value clients, delivering tailored financial solutions, and driving sustainable business growth. Key Responsibilities Portfolio Management & Client Relationships • Manage and develop a portfolio of private banking clients, including professionals, business owners, and high-net-worth individuals, • Deliver exceptional client service while identifying opportunities to deepen relationships, • Act as a trusted advisor across lending, deposits, and wealth-related products Business Development • Proactively originate new client relationships through networking, referrals, and professional connections, • Build strong partnerships with intermediaries such as mortgage brokers, professional advisors, and internal stakeholders, • Maintain a strong presence in the local market to support ongoing growth Lending & Financial Solutions • Structure and assess lending proposals, particularly in residential and investment mortgages, • Interpret financial information and make balanced commercial decisions aligned with internal credit frameworks, • Prepare and submit credit applications with a high degree of accuracy and diligence Cross-Selling & Strategy • Identify and deliver cross-selling opportunities across a range of banking and financial products, • Clearly communicate the organisation’s value proposition to clients and the wider market Risk & Compliance • Operate within established risk management and compliance frameworks, • Ensure all activities align with internal policies, escalating issues where appropriate Skills & Experience • Proven track record in business development and originating new client relationships, • Experience managing portfolios of high-net-worth or professional clients within banking, financial advisory, or brokerage environments, • Strong knowledge of lending processes and credit analysis, • Established network or familiarity with local market dynamics is advantageous, • Excellent relationship-building and stakeholder management skills, • Ability to identify and deliver cross-selling opportunities, • High attention to detail with a structured, methodical approach, • Demonstrates integrity, discretion, and resilience in a dynamic environment Why Apply? This is an opportunity to join a highly relationship-driven environment where client outcomes and long-term growth are prioritised. You’ll have the autonomy to develop your portfolio while working collaboratively with experienced colleagues across the business. If you’re interested in discussing this opportunity further, please apply or get in touch for a confidential conversation.

Company description: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most. Were proud to be one of the UKs leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing. *As of June 2025 Job description: Role Title: Senior Regional Marketing Executive - South-West Division: Marketing and Client Strategy Location: Winchester, Exeter or Cheltenham Contract: Permanent Working pattern: Hybrid About the Role This is a varied and exciting role for an experienced Senior Marketing Executive which focuses on events and sponsorship for a high-net-worth audience. A key support and delivery role with the Regional Marketing team assisting in developing and executing effective events and campaigns that line up to our overall marketing plan for the South region. You will be someone who enjoys taking ownership and seeing ideas through from concept to delivery, with excellent orga...

The role of Private Banking Manager in the financial services industry involves managing a portfolio of high-net-worth clients, providing tailored banking and financial solutions to meet their needs. Based in Winchester, this permanent position focuses on delivering exceptional customer service while growing and maintaining strong client relationships. Client Details This opportunity is with a well-established organisation within the financial services and banking industry. As a professional entity with a strong emphasis on client satisfaction, the company is known for its commitment to delivering personalised banking solutions. The organisation operates as part of a medium-sized enterprise with a reputable presence in its sector based on excellent customer relationships. Description The Private Banking Manager will have a strong focus on lending (mortgages), wealth and deposit growth, and managing all aspects of the customer relationship within the portfolio, including including preparation of credit applications and ensuring our clients have full knowledge of the Bank's services. Manage and grow a portfolio of high-net-worth clients, ensuring their financial needs are met with tailored solutions. Provide expert advice on a range of private banking products and services, including lending and investment opportunities. Develop and maintain long-term relationships with clients, ensuring a high level of satisfaction and trust. Proactively identify opportunities to grow the portfolio through networking and referrals. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Monitor and manage financial risks associated with client portfolios. Stay updated with industry regulations and ensure compliance with all relevant policies and procedures. Prepare detailed client reports and maintain accurate records of interactions and transactions.Profile A successful Private Banking Manager should have: Proven expertise in private banking, wealth management, or a related field within financial services. Proven experience of managing a customer portfolio, largely of professionals, business owners and high net worth individuals, ideally within a relationship-focused banking model, brokerage, independent financial advisory (IFA) or similar financial background. Familiarity with local market dynamics, professionals, existing broker networks A strong understanding of banking and financial products, including lending and investments. Experince of writing credit proposals and assessing credit worthiness Exceptional relationship management and interpersonal skills. Strong analytical and problem-solving abilities to provide tailored solutions to clients. Excellent communication and presentation skills. A client-focused approach with a commitment to delivering high-quality service. Professional qualifications in finance or banking are desirable.Job Offer Competitive salary 15% non contributory pension Generous annual holiday offering Profit share scheme Opportunities for professional growth within the financial services industry. Work in a supportive and professional environment in Winchester. Permanent role offering job security and career progression.If you are looking to advance your career as a Private Banking Manager in Winchester, we encourage you to apply and seize this rewarding opportunity today

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

The ideal candidate should demonstrate strong stakeholder management skills and a keen interest in marketing technology.

Stay up to date on emerging AI trends and tools and provide input on how they may support business objectives in wealth management. Understanding of basic financial concepts or a willingness to learn about wealth management and investment products. Opportunity to join a leading and expanding Wealth

A leading consulting firm in London is seeking a PMI / Operating Model Integration Lead to drive post-merger integration programmes in Wealth & Asset Management.

This role suits someone who enjoys developing others, raising technical standards and working closely with operational teams in a regulated wealth management environment. Strong technical knowledge of wealth management and paraplanning standards. Understanding of regulatory training obligations in w

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM teams work one-on-one with clients to advise and deliver customized strat

A leading financial institution seeks a Private Bank Legal Group Lawyer (Vice President) with expertise in derivatives and structured products.The role involves providing legal support to trading desks within the EMEA region, advising on transactions and regulatory compliance.The ideal candidate is

An established industry player in wealth management is seeking a Paraplanner to join their dynamic team in London.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. Goldman Sachs Private Wealth Management (PWM) specializes in creating compreh

Some work experience in a global asset management or strategic consulting firm with exposure to the asset management industry is preferable but not essential. Goldman Sachs Asset & Wealth Management - Sales Support Analyst (Benelux) - London. The BeNeLuxThird Party Wealth (TPW) Sales Team is respons

Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship. As a Senior Wealth Planner, you’ll be part of a forward

A financial consultancy in the UK is searching for a Senior Mortgage Adviser to be the primary representative for mortgage advice, focusing on residential and buy-to-let solutions, including complex cases.This leadership role involves maintaining key lender relationships, driving commercial growth,

Product Owner Wealth Management. We’re looking for a Product Owner - Wealth Management who will lead the creation of this proposition from the ground up. Be the expert and central point of contact on wealth management;.

A boutique consultancy firm in Greater London is seeking experienced regulatory consultants with a strong background in wealth management.

A growing wealth management firm in Central London is seeking a proactive Wealth Management Administrator to enhance its client support team.

Risk management: Maintaining strict adherence to regulatory and procedural guidelines for all marketing communications including proactive management of operational risk. Founded in 1869, we are a leading global investment banking, securities and investment management firm. This vice president will

The role will be based at our Head Office in Godalming working within the Wealth Management side of the business. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance

The Asset Management (AM) Trading Engineering team builds and supports a central function of the Asset and Wealth Management Division with over $2. Asset & Wealth Management - Software Engineer - Associate / Vice President - London.

A leading consultancy firm is seeking a professional with 2-3 years' experience in consulting to join their team in Greater London.This role involves engaging with stakeholders, delivering client projects, and developing strong relationships.Applicants should exhibit excellent communication skills,

Architect the future of the Wealth & Asset Management industry. Capco is seeking a Senior Data Architect to lead and deliver complex data architecture initiatives across our Wealth & Asset Management clients. Alongside client delivery, you will contribute to evolving Capco’s Wealth & Asset Managem

A leading global Investment Bank is looking for a proactive Dynamic Team Assistant to ensure smooth operations for their wealth management division.

A financial institution is seeking a Financial Advisor Trainee to assist with client services and administrative duties in Wealth Management.

Asset & Wealth Management Overview. A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realise their potential, while you discover your own. We are seeking a candidate to join the GSAM Fixed Income Custom Fixed Income (CFI) team, a core partner t

Asset & Wealth Management, Fixed Income – Multi‑Sector Client Portfolio Management, Analyst - London. Goldman Sachs Asset Management’s Multi‑Sector Fixed Income team is a leading provider of separately managed accounts (SMAs), mutual funds, and ETFs - managing over $200 billion in global ass

Candidates need to have proven experience in operational integration and migration within a financial services business, ideally with wealth management specific exposure. Consulting, Management, and Project Management. Senior Operations Manager (Wealth Management).

A leading wealth management consulting firm in London seeks a Senior Operations Specialist to manage operational processes, enhance customer experiences, and solve complex problems.

A leading global financial services firm is seeking a UX Researcher - AVP to manage user research initiatives and collaborate with cross-functional teams.The role involves defining research questions, conducting studies, and mentoring junior team members.As a UX researcher, you will advocate for use

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Morgan Asset Man

Join a dynamic team to make a significant impact in the asset and wealth management sector. The ideal candidate has over 8 years of consulting experience, particularly in Financial Services, and possesses exceptional communication and stakeholder management skills.

Wealth Management- Asset Transfer & Authentication (AT&A) Associate - London. The Private Wealth Management (PWM) Operations Asset Transfer team is seeking an Analyst who will support the asset transfer review and approval process. The AT&A team works with Private Wealth Management teams to monitor

Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office. The Practice represents a FTSE 100 brand and has seen its success grow through the ethos of offering quality, fac

A leading financial service provider is looking for ambitious individuals to join an international training program.The role begins in Malta, focusing on private investment and financial advisory.Candidates should possess FCA-regulated qualifications and demonstrate strong communication and problem-

A reputable wealth management firm in London is seeking an Associate Wealth Manager for its hybrid program.

You will analyze technology processes and control designs, communicate findings to management, and support audit initiatives.

This role suits someone who enjoys developing others, raising technical standards and working closely with operational teams in a regulated wealth management environment. Strong technical knowledge of wealth management and paraplanning standards. Understanding of regulatory training obligations in w

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. The team works closely with Private Wealth Advisors (PWAs) and firmwide resou

A leading financial services consulting firm based in London is seeking a Senior Data Architect for Wealth & Asset Management.

Looking to take your career in wealth management to the next level? AAG's Associate Wealth Manager programme could be the perfect fit for you! We're looking for candidates who have an entrepreneurial spirit, a passion for helping people and at least two years of relevant experience, along with at le

A leading financial advisory firm based in London is seeking a highly driven Financial Adviser to join their Wealth Management team.

A background in boutique investment management / private banking / HNW or family office will be essential as well as experience with line management of a team – to include creating workflows, monitoring and reporting. Client Executive Team Lead - Wealth Management. Team Lead - Finance Operations �

Grant Thornton’s Financial Services Tax team provides tax advisory, transactions and compliance services to clients in the Financial Services market across Wealth and Asset Management, Banking and Capital Market and Insurance sectors. Our Wealth and Asset Management team is one of the fastest grow

As an Asset & Wealth Management Senior Associate in this key financial services tax team, you will be working alongside experienced teams, helping to provide excellent quality compliance and advisory services to a high profile portfolio of both UK and multinational clients. As an Asset and Wealth Ma

As a Private Bank Legal Group – Wealth Management Product Lawyer - Vice President in Legal department you will have an exciting and varied opportunity to provide specialist derivatives, structured products and cash trading coverage to the J. Morgan is a global leader in financial services, providi

Morgan Asset Management’s strategic marketing objectives in EMEA, and enhance the firm’s reputation as a trusted investment partner. You will have extensive asset management writing and editorial experience, including broad financial market and macroeconomic knowledge, and the ability to work on

A financial services company in London is seeking a KYC Specialist to manage KYC processes and periodic reviews within the Wealth Management Team.