Kennedy Pearce recruits skilled Private Banking professionals who provide personalised wealth management and financial advisory services to high-net-worth individuals and families.
Typical responsibilities for Private Banking roles include:
Building and managing relationships with high-net-worth and ultra-high-net-worth clients
Offering tailored financial planning, investment management, and estate planning solutions
Advising clients on portfolio diversification, risk management, and wealth preservation
Collaborating with product specialists, investment teams, and legal advisors
Conducting regular reviews of client portfolios and adjusting strategies as needed
Ensuring compliance with regulatory requirements and internal policies
Supporting client onboarding, including KYC and due diligence processes
Staying informed on market trends, tax regulations, and financial products
Facilitating credit, lending, and banking services tailored to client needs
Representing the private bank in client meetings, events, and networking opportunities
Kennedy Pearce places Private Banking professionals with excellent interpersonal skills, financial expertise, and a strong client-focused approach.
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