Private Banker CV example

When you’re managing someone else’s money, they need to know you’re an expert at what you do and not a costly mistake.

The best way to showcase your experience is with an impressive CV that’s bursting with figures and statistics.

But if you have a head for numbers and not words, we can help. We’ll teach you how to highlight your most important skills using our writing guide and private banker CV example below.

 

 

 

Private Banker CV example

Private Banker CV 1

Private Banker CV 2

 

This is a good example of a Private Banker CV which is professionally formatted, and structured in a way that allows recruiters to easily find and understand the candidate’s key selling points.

Take some time to look at this CV and refer to it throughout the writing of your own CV for best results.

 

CV builder

 

Private Banker CV layout and format

Hiring managers and recruiters are frequently overloaded with applications, and if they can’t identify the relevant information in your CV within a few seconds, your application may be overlooked.

To avoid this, it’s essential to format and structure your CV in a manner that makes it simple to pick out the most important information, even if the reader is in a rush.

 

How to write a CV

 

Tips for formatting your Private Banker CV

  • Length: Your CV should always be limited to two sides of A4, regardless of whether you have a year or three decades of experience. With recruiters juggling multiple responsibilities, they don’t have time to sift through lengthy applications.
  • Readability: By clearly formatting your section headings (bold, or a different colour font, do the trick) and breaking up big chunks of text into snappy bullet points, time-strapped recruiters will be able to skim through your CV with ease.
  • Design: While it’s important that your CV design looks good, it also needs to be functional (which means easy for recruiters to read) Keep the design simple to achieve a good balance between looking good and reading well.
  • Photos: Don’t add profile photos to your CV unless you work in an industry or region which prefers to see them. Most employers in the UK will not need to see one.

 

Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our quick-and-easy CV Builder and use one of their eye-catching professional CV templates.

 

CV formatting tips

 

 

CV structure

As you write your CV, divide and sub-head into the following sections:

  • Name and contact details – Always start with these, so employers know exactly how to get in touch with you.
  • CV profile – Add a short summary of your relevant experience, skills and achievements, which highlights your suitability.
  • Core skills section – A 2-3 columned list of your key skills.
  • Work experience – A detailed list of any relevant work experience, whether paid or voluntary.
  • Education – An overview of your academic background and any training you may have completed.
  • Hobbies and interests – A brief overview of your hobbies and interests, if they’re relevant (optional).

Now you understand the basic layout of a CV, here’s what you should include in each section of yours.

 

Contact Details

Contact details

 

Begin by sharing your contact details, so it’s easy for employers to give you a call.
Keep to the basics, such as:

  • Mobile number
  • Email address – It should sound professional, with no slang or nicknames. Make a new one for your job applications if necessary.
  • Location – Simply share your vague location, for example ‘Manchester’, rather than a full address.
  • LinkedIn profile or portfolio URL – Remember to update them before you send your application.

 

Private Banker CV Profile

Recruiters read through countless applications every day.

If they don’t find what they’re looking for quickly, they’ll simply move onto the next one.

That’s what makes your CV profile (or personal statement, if you’re an entry-level/graduate candidate) so important.

This short and snappy summary sits at the top of your CV, and should give a high-level overview of why you’re a good match for the job.

This way, you can ensure that busy recruiters see your suitability from the outset, and so, feel your CV is worth their time.

 

CV profile

 

CV profile writing tips:

  • Make it short and sharp: The best CV profiles are short, sharp and highly relevant to the target role. For this reason, it’s best to write 3-4 lines of high-level information, as anything over might be missed.
  • Tailor it: No matter how much time you put into your CV profile, it won’t impress if it’s irrelevant to the role you’re applying for. Before you start writing, make a list of the skills, knowledge and experience your target employer is looking for. Then, make sure to mention them in your CV profile and throughout the rest of your application.
  • Don’t add an objective: If you want to discuss your career objectives, save them for your cover letter, rather than wasting valuable CV profile space.
  • Avoid generic phrases: If your CV is riddled with clichès like “Dynamic thought-leader”, hit that delete button. Phrases like these are like a broken record to recruiters, who read them countless times per day. Hard facts, skills, knowledge and results are sure to yield far better results.

 

Example CV profile for Private Banker

Results-oriented Private Banker with 10+ years of success in managing clients’ complex economic matters by evaluating their current financial position. Adept at suggesting customers consider the benefits of philanthropy to ensure donations provide a tax deduction. Passionate about capturing new business through active prospecting, proposals, networking, and leveraging referrals. Focused on communicating information that is accurate, clear, fair, and not misleading to guarantee individuals understand risks.

 

What to include in your Private Banker CV profile?

  • Experience overview: To give employers an idea of your capabilities, show them your track record by giving an overview of the types of companies you have worked for in the past and the roles you have carried out for previous employers – but keep it high level and save the details for your experience section.
  • Targeted skills: Ensure that your profile highlights your key skills that are most relevant to your Private Banker, and tailor them to match the specific job you are applying for. To do this, refer to the job description to closely align your skills with their requirements.
  • Key qualifications: Be sure to outline your relevant Private Banker qualifications, so that anyone reading the CV can instantly see you are qualified for the jobs you are applying to.

 

Quick tip: If you are finding it difficult to write an attention-grabbing CV profile, choose from hundreds of pre-written profiles across all industries, and add one to your CV with one click in our quick-and-easy CV Builder. All profiles are written by recruitment experts and easily tailored to suit your unique skillset.

 

Core skills section

To ensure that your most relevant skills catch the eye of readers, create a core skills section below your profile.

This section should be presented in 2-3 columns of bullet points highlighting your applicable skills. Before crafting this section, carefully examine the job description and create a list of any required skills, specialisms, or knowledge.

Use this list to include the necessary information in your section and present yourself as the ideal match for the position.

 

Core skills section CV

 

Important skills for your Private Banker CV

Financial Analysis – Interpreting and analysing financial statements and investment reports to identify trends and recommend investment strategies.

Client Relationship Management – Building strong relationships with high-net-worth clients, understanding their unique needs, and providing tailored investment solutions.

Risk Management – Assessing risks associated with investments, to minimise losses.

Investment Advisory – Providing expert investment advice and recommendations to clients based on their investment goals, risk tolerance, and financial situation.

Portfolio Management – Managing and monitoring investment portfolios to ensure they remain aligned with the client’s objectives and risk tolerance.

Product Knowledge – Maintaining a comprehensive understanding of investment products such as stocks, bonds, mutual funds, and alternative investments.

Sales and Marketing – Promoting investment products and services to potential clients and expanding existing client relationships.

Compliance – Utilising knowledge of relevant legal and regulatory requirements to ensure compliance with these regulations.

Stakeholder Communication – Effectively articulating complex financial concepts and investment strategies to clients and stakeholders.

Cross-functional Collaboration – Working collaboratively with other members of the private banking team, including relationship managers, investment advisors, and support staff, to deliver a superior client experience.

 

Quick tip: Our quick-and-easy CV Builder has thousands of in-demand skills for all industries and professions, that can be added to your CV in seconds – This will save you time and ensure you get noticed by recruiters.

 

CV builder

 

Work experience section

Next up is your work experience section, which is normally the longest part of your CV.

Start with your current (or most recent) job and work your way backwards through your experience.

Can’t fit all your roles? Allow more space for your recent career history and shorten down descriptions for your older roles.

 

CV work experience

 

Structuring each job

Recruiters will be keen to gain a better idea of where you’ve worked and how you apply your skill-set in the workplace.

However, if they’re faced with huge, hard-to-read paragraphs, they may just gloss over it and move onto the next application.

To avoid this, use the simple 3-step role structure, as shown below:

 

Role descriptions

 

Outline

Start with a 1-2 sentence summary of your role as a whole, detailing what the goal of your position was, who you reported to or managed, and the type of organisation you worked for.

 

Key responsibilities

Next, write up a punchy list of your daily duties and responsibilities, using bullet points.

Wherever you can, point out how you put your hard skills and knowledge to use – especially skills which are applicable to your target role.

 

Key achievements

Lastly, add impact by highlight 1-3 key achievements that you made within the role.

Struggling to think of an achievement? If it had a positive impact on your company, it counts.

For example, you might increased company profits, improved processes, or something simpler, such as going above and beyond to solve a customer’s problem.

 

Sample job description for Private Banker CV

Outline

Provide banking, advisory, and investment services to ultra-rich clients, for an institution with a wealth of experience in helping UK-based and global individuals, families, entrepreneurs, charities, and advisers manage their financial assets.

Key Responsibilities

  • Gather information about clients’ debt obligations, financial goals, and total assets, such as property/business interests, account balances, and investment values.
  • Recommend allocation of assets among certificates of deposit, conventional savings, and non-traditional alternatives intended to preserve capital.
  • Explain banking products and services to prospects to facilitate sales opportunities, stimulate growth, and close deals.
  • Establish a trust by helping individuals obtain the appropriate amount of life insurance to protect heirs from paying excessive estate taxes.

 

Quick tip: Create impressive job descriptions easily in our quick-and-easy CV Builder by adding pre-written job phrases for every industry and career stage.

 

 

Education and qualifications

After your work experience, your education section should provide a detailed view of your academic background.

Begin with those most relevant to Private Banker jobs, such as vocational training or degrees.
If you have space, you can also mention your academic qualifications, such as A-Levels and GCSEs.

Focus on the qualifications that are most relevant to the jobs you are applying for.

 

Hobbies and interests

The hobbies and interests CV section isn’t mandatory, so don’t worry if you’re out of room by this point.

However, if you have an interesting hobby, or an interest that could make you seem more suitable for the role, then certainly think about adding.

Be careful what you include though… Only consider hobbies that exhibit skills that are required for roles as a Private Banker, or transferable workplace skills.

There is never any need to tell employers that you like to watch TV and eat out.

 

CV builder

Creating a strong Private Banker CV requires a blend of punchy content, considered structure and format, and heavy tailoring.

By creating a punchy profile and core skills list, you’ll be able to hook recruiter’s attention and ensure your CV gets read.

Remember that research and relevance is the key to a good CV, so research your target roles before you start writing and pack your CV with relevant skills.

Best of luck with your next application!