Private Banker

Glasgow, United Kingdom

Private Banker

Glasgow, United Kingdom

The Business

Join us in Glasgow as a Private Banker for Adam & Company

  • If you have established relationship management skills and a wealth of experience in banking or financial services, this may be the ideal role for you
  • Our Private Banker role will offer you the scope to utilise your skills and knowledge to create opportunities for our clients, as you manage a large, niche portfolio with a large lending book
  • Joining a collaborative and inclusive team environment, you'll contribute the positive representation of the brand in this client facing position
  • Adam & Company offers a discreet and sophisticated advice service designed to give clients the confidence that all aspects of their financial affairs are aligned for the long term

What you'll do

You'll be managing a niche portfolio of high value, complex clients, and facilitating their banking needs in order to deliver an exceptional client service. As such, you'll maximise the income from your portfolio and increase the penetration of banking products to the client base.

You'll become the trusted adviser to your clients by providing exceptional guidance across banking products, and acting as the conduit to the full range of wealth management products that we offer. You'll also resolve the most ambiguous and complex client queries in order to build relationships and deliver a quality service, which at times can be pressured or urgent.

Along with this, you'll be responsible for:

  • Developing and maintaining a strategy that successfully identifies opportunities to deliver income through new client acquisition
  • Continually promoting the highest standards of client service in your team and monitoring client feedback
  • Ensuring first class regulatory compliance and risk management for your portfolio
  • Lending safely and referring all matters of concern to the credit specialists for consideration
  • Deputising for the location head in their absence

The skills you'll need

To succeed in a role of this stature, it's essential that you can bring exceptional interpersonal and communication skills to facilitate your position as an ambassador of the bank and our services. Your ability to engage and represent the business will be excellent, and you'll approach your work with a proactive and creative manner.

You'll need a CeMAP qualification or equivalent, and a Chartered Banker diploma or any other relevant qualifications would be beneficial.

We'll also be looking to you to demonstrate:

  • A broad understanding and knowledge of financial products and services
  • A track record of developing client relationships and meeting financial and services targets
  • The ability to build networks both internally and externally in order to achieve growth and win new business in a challenging environment
  • The ability to plan, organise and manage your time effectively under pressure

Above all, you'll bring a passion to meet client demands, as well as integrity and a focus on delivering fair outcomes.

How we'll reward you

In return, we offer a competitive salary and you'll also join our retirement savings plan. You can also choose from a selection of protection, healthcare or lifestyle extras from RBSelect, our fully flexible reward programme.

Visit our reward and benefits page for more information on the benefit packages we offer.


At Adam & Co, we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment, we’ll do everything we can to support you. As part of this commitment, we offer flexible working options for some of our roles - find out more.

Apply for one of our graduate programmes or internships and find out how you can be part of our story.

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