Private Banker
Vor 3 Tagen
Citi Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Citi Private Bank clients receive bespoke services and access to global solutions, tailored to their unique needs.Among its select clients are a third of the world’s billionaires, many of whom are globally minded entrepreneurs with an expectation of an institutional level of service.The Private Banker's role is to develop relationships with and deliver banking, investment, and lending services to Ultra High Net Worth (UHNW) clients within their geographic coverage market. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM.Responsibilities:Develop and Build Client Relationships: serve as a trusted advisor to the Private Bank’s clients.Develop Client Solutions: understand how to deliver tailored, possibly global, solutions that address clients' unique investment, risk management, and financing/liquidity needs.Teamwork: help team members to acquire the experience necessary to establish credibility with clients and intermediaries. Work with other functions to deliver solutions and excellent client service.Build & Maintain Relationships with all Business Partners: maintain strong relationships with product partners and support functions across the Private Bank’s global hubs.Promote Integrity and Trust: understand and communicate the terms, risks and other critical parameters involved in various investment strategies.Knowledge/Experience:Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Latam Market.Demonstrated track record in relationship acquisition.Ability to drive complex transactions.Demonstrate an in-depth understanding of regulatory and compliance aspects of the private banking role; and to be able to diligence clients' businesses and sources of wealth.Extensive experience in selling new products, based on client needs.Experience in working on teams and influencing diverse resources and stakeholders.Skills:Fluent English (written and spoken) as well as Spanish. Excellent relationship building skillsThrives in a business development environmentStrong IT skillsCreative and innovativeAble to multi-task and prioritiseStrong awareness of risk and compliance------------------------------------------------------Job Family Group: Private Client Coverage------------------------------------------------------Job Family:Private Banker------------------------------------------------------Time Type:Full time------------------------------------------------------Most Relevant Skills Please see the requirements listed above.------------------------------------------------------Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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Private Banker – Geneva
vor 3 Wochen
Geneva, Schweiz Redstone Private Banking Search VollzeitRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
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Private Banker – Geneva
vor 1 Woche
Geneva, Schweiz Redstone Private Banking Search VollzeitRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
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Senior Private Banker
vor 2 Wochen
Geneva, Schweiz JCW Search Ltd VollzeitSenior Private Banker – Geneva Location: Geneva, SwitzerlandLanguage Requirement: Fluent in English (additional languages a plus)Experience: Extensive experience in international/EU markets Job Description: We are seeking a highly skilled and motivated Senior Private Banker to join our prestigious team based in Geneva. The ideal candidate will have a deep...
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Geneva, Schweiz JPMorgan Chase & Co. VollzeitThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to...
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Geneva, Schweiz JPMorgan Chase & Co. VollzeitThis is an exciting opportunity to join a dynamic, diverse team within Morgan’s MENAT Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...
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Geneva, Schweiz JPMorgan Chase & Co. VollzeitThis is an exciting opportunity to join a dynamic, diverse team within Morgan’s MENAT Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...
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Private Banker
vor 2 Wochen
Geneva, Schweiz Albedis SA VollzeitDescription du poste • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Swedish market • Advising both existing as well as new clients on all aspects of their financial needs • Closely monitoring the financial markets and the trends in the field of international wealth management • Define and execute a...
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International Private Bank, Employee
Vor 3 Tagen
Geneva, Schweiz JPMorgan Chase & Co. VollzeitThe International Private Bank Employee (IPB) and Client Experience Team (ECX) is dedicated to delivering a first-class experience for IPB employees, clients, and prospects across all channels and touchpoints. Through a proactive, coordinated, and innovative approach, ECX partners with stakeholders across all aspects of the International Private Bank. We are...
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Private Equity Specialist
vor 2 Wochen
Geneva, Schweiz HSBC Private Bank VollzeitBeing part of HSBC in Switzerland, you’ll help evolve and grow our business. The Private Equity Specialist is expected to support the activities on Private Equity Funds and related inherent tasks such as the capital call and distribution bookings, corporate actions and transfers free of payments. He is responsible to communicate, follow up and report all...
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Geneva, Schweiz JPMorgan Chase & Co. VollzeitThe International Private Bank Client Experience team (IPB CX) is dedicated to delivering an exceptional experience for our clients and prospects. Through a proactive, coordinated, and inclusive approach, the CX team collaborates across various facets of the Private Bank, including Front Office Advisors, Client Service, Digital and Data Transformation,...
