High Net Worth Client Advisor
vor 1 Tag
We are seeking an experienced Private Banker to join our team at Trinnovo Group | B Corp™. As a key member of our Private Wealth Management team, you will be responsible for managing and growing a portfolio of HNW and UHNW clients by providing tailored financial solutions and exceptional client service.
**Key Responsibilities Include:**
- Client Relationship Management: Develop and maintain strong relationships with HNW/UHNW clients, understanding their financial goals and objectives.
- Wealth Planning and Advisory Services: Provide bespoke investment, wealth planning, and financial solutions to clients, delivering proactive insights and market updates.
- New Business Development: Identify and develop new business opportunities through networking and referrals, ensuring compliance with all regulatory requirements and internal policies.
**Requirements and Qualifications:**
- Proven track record in wealth management/private banking with a strong client base.
- Sound knowledge of investment products, financial markets, and estate planning.
- Excellent interpersonal and relationship-building skills with a client-centric approach.
- Ability to work effectively with internal teams, including investment specialists and risk professionals.
- Relevant qualifications (CFA, CFP, CISI, or equivalent) desired.
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