Account Manager – Private Banking

4 days in the office.

A prestigious private bank with a significant and growing presence in the UK is seeking an experienced Account Manager . The primary responsibility is the day‑to‑day administration of the Bank’s relationships with Wealth Management clients, understanding the requirements and needs of the client.

About the Role:

The intention is for the Account Manager to be responsible for clients from the Referred Business, Independent Financial Adviser (“IFA”) and Staff Account segments. This role involves management of relationships on multiple levels, working collaboratively with another party to the end client to present the products and services of the business.

Key Responsibilities

• Build and maintain strong relationships with clients, referring RMs and the client’s advisors (as applicable)
• Handling day‑to‑day correspondence with clients and their representatives
• Multi‑task and use effective t...

Ready to Apply?

Submit your application today and join our talented team at Saxton Leigh.