• Profile
Job Description
  • To develop and implement an ongoing strategy for the acquisition of new High Net Worth Private Banking Clients, Charities and Intermediary opportunities for AL
  • To develop manage and track a marketing campaign and event programme for Business Development throughout the year
  • To develop profitable wealth management relationships with prospective high net worth (HNW) clients as first point of interface for AL targeting the acquisition of new clients with opportunities to service their needs with Discretionary Asset Management, Wealth Planning, Deposits and Lending.
  • To build and relationship manage a network of partner firms for introducer business including any contractual relationships
  • To work as part of a small Business Development Team and Private Bankers across the business to enhance their performance & professionalism and increase their ability to on board new clients
  • To create a team ethos of maintaining high standards of client service & participate in client survey activity. To successfully represent the Bank and your team externally and internally – through networking and event activity (at times up to 3 evenings per week)
  • To meet and exceed stretching new business goals tracked and reported though clear and consistent management information.

Key Responsibilities

Commercial Objectives

  • Grow new client acquisition numbers and in particular our AUM growth for AL against agreed targets
  • Develop new and existing relationships with Business Introducers, to increase penetration of the wealth management market
  • Be responsible for the business development marketing and event strategies as agreed with the Head of BD including managing internal business development campaigns

    Client Acquisition & Management

  • To be a key AL external face to professional intermediaries and external partners
  • To be a proactive Business developer of prospective clients via varied channels (Phone Mail Digital and off the street) and to win new client opportunities through proactive lead generation
  • Become a Trusted BD representative for AL, providing insight to the AL proposition across the full range of wealth management services and acting as a consistent, credible and accessible point of contact for prospects/clients
  • Maintain a high level of AL product and industry knowledge and share this across the Private Banking Teams
  • Assist with new client acquisition meetings

Networking, Prospecting & Pitching, and Team management

  • Define a contact strategy for external business introducers
  • Develop and deliver a compelling AL pitch using a consistent AL pitch book
  • Develop plans with the AL relationship teams to build business development objectives around Top Clients & referrals and prospect lists by client segment & markets
  • Take responsibility for your team’s operational, risk and regulatory performance and promote positive team client service & risk culture across the bank
  • Monitor and manage team performance through clear and consistent management information
  • Build and develop the broader AL team capability through coaching and developing others at all levels
  • Maintain and implement a personal development plan to ensure continuous improvement


  • Responsible for managing risks inherent to the role by diligently observing internal policies and procedures

Key Interfaces

  • Head of BD & BD team
  • Prospects, Clients (& client representatives)
  • Private Banking, Wealth Planning and Investment Management teams
  • Middle & Back office departments (including working closely with Marketing, Credit, Compliance and the Operations departments)
Person Specification

Knowledge / Experience

  • Significant experience of the Wealth Management sector and detailed knowledge of the Private Banking market
  • Experience of serving advising or managing relationships with HNW individuals
  • Proven Business development or Sales/Relationship experience and a track record of winning new clients
  • You are an experienced networker who enjoys representing your business across a range of external partners & intermediaries where you have built relationships for success


  • Positive can‐do approach comfortable with driving results and self‐managing
  • The ability to differentiate our value through excellent Interpersonal skills (especially Presentation& Influencing)
  • Excellent Business Development skills a self‐starter with an appetite for getting out into the market
  • You can confidently work a room at events and have experience of developing & delivering successful marketing plans
  • You collaborate well with other teams and work for the benefit of the wider firm
  • Competent in using Microsoft Office and compiling and tracking management information
  • Social media savvy and interested in using technology to improve the client experience


Relevant Banking, Financial Planning and/ or Investment Management Qualifications


  • Client Focus
  • Performance Focus
  • Business & Commercial Focus
  • Team Working
  • Judgment and Problem Solving
  • Communication & Confidence