Senior Private Banker
vor 2 Wochen
Responsibilities:
- Client Relationship Management: Develop, manage, and grow profitable book of High-Net-Worth (HNW) clients and prospects. Maintain strong relationships by providing personalized wealth management advice and identifying suitable investment opportunities.
- Business Development: Identify and target potential clients in various European markets, focusing on HNW individuals and affluent families.
- Financial Analysis: Conduct thorough financial analysis to assess clients' needs and objectives, recommending tailored investment solutions based on their risk profile and financial goals.
- Regulatory Compliance: Ensure adherence to local and international financial regulations as well as internal policies.
- Internal Collaboration: Work closely with teams like investment specialists, tax advisors, and legal experts to offer comprehensive expertise to clients.
Required Qualifications:
- University degree in finance, economics, business administration, or a related field.
- Minimum of 10 years' experience in private banking, with a strong record in managing HNWI or UHNWI portfolios.
- Deep understanding of markets and the ability to build trust with clients.
- Solid knowledge of private banking environment, products, and services.
- Proven ability in developing new business opportunities and expanding client portfolios.
- Excellent communication and interpersonal skills for nurturing long-term client relationships.
- Proficiency in financial regulations and compliance best practices.
- Fluency in relevant languages and French.
Only candidates short-listed.
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