Senior Private Banker
Vor 4 Tagen
Direct message the job poster from Sang Zarrin
Founder & Director - Head-hunter and Executive Search at Sang ZarrinAre you a passionate and driven individual seeking an exceptional opportunity in Wealth Management? Look no further We are actively searching for Senior Private Bankers at the Director/Managing Director level with an entrepreneurial spirit to join a Multi-Family Office, focusing on the UHNW segment.
The client:
Our client is seeking talented professionals to provide bespoke investment advisory services to entrepreneurs, ultra-high net worth individuals, single family offices, and institutions. You will join an innovative team and help shape the future of wealth management.
Position Overview:
As a Senior Private Banker, with a solid track record, willing to work for an MFO after reaching the peak of your career, you will play a pivotal role in building and managing a portfolio of high-net-worth and ultra-high-net-worth clients with a focus on the growth in the Swiss market. Your mission will be to develop deep relationships with clients, understand their unique financial objectives, and provide strategic advice and personalised solutions. The client values an entrepreneurial mindset and encourages you to explore and expand your network to identify new business opportunities.
Responsibilities:- Build and nurture strong relationships with high-net-worth individuals, offering exceptional client service and personalized financial solutions.
- Analyse clients' financial situations, goals, and risk tolerance to develop tailored investment strategies.
- Present comprehensive investment proposals and recommendations, showcasing your expertise and knowledge of financial markets.
- Collaborate with a team of experts including wealth planners, investment specialists, and product managers to deliver a holistic and integrated approach to wealth management.
- Continuously stay updated on market trends, investment products, and regulatory changes to provide the best advice to clients.
- Proactively seek new business opportunities and expand your client base through networking, referrals, and prospecting.
- Minimum of 10 years of experience as a Private Banker or Senior Relationship Manager in the financial industry.
- Proven track record of managing a portfolio of high-net-worth clients and achieving business targets.
- Deep understanding of financial markets, investment products, and wealth management strategies.
- Strong entrepreneurial mindset with the ability to identify and seize business opportunities.
- Excellent communication and interpersonal skills to build trust and rapport with clients.
- Competitive salary and performance-based bonus structure.
- Comprehensive benefits package, including health insurance, retirement plans, and more.
- Access to cutting-edge financial tools, research, and resources to enhance your effectiveness.
- Ongoing professional development and training opportunities to foster your growth and success.
- A collaborative and inclusive work environment that values diversity and innovation.
If you are a motivated and results-driven Private Banker looking for a dynamic environment where you can unleash your entrepreneurial spirit, we want to hear from you
Seniority levelDirector
Employment typeFull-time
Job functionFinance, Sales, and Business Development
IndustriesBanking, Venture Capital and Private Equity Principals, and Financial Services
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