Financial Services Manager
vor 20 Stunden
We are seeking a highly motivated and client-focused Private Banker to join our client's Private Wealth Management team. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by providing tailored financial solutions and exceptional client service.
Key Responsibilities:
- Develop and maintain strong relationships with HNW/UHNW clients, understanding their financial goals and needs.
- Provide bespoke investment, wealth planning, and financial solutions.
- Act as a trusted advisor, delivering proactive insights and market updates.
- Identify and develop new business opportunities through networking and referrals.
- Ensure compliance with all regulatory requirements and internal policies.
Key Requirements:
- Proven experience in wealth management/private banking with a strong client network.
- Sound understanding of investment products, financial markets, and estate planning.
- Strong interpersonal and relationship-building skills with a client-centric approach.
- Ability to work collaboratively with internal teams, including investment specialists and risk professionals.
- Proficient in English – other languages are beneficial.
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