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Europe – UK Non-Dom, France, Spain, Italy, Portugal, Benelux, Germany, Nordics
You would be responsible for building and managing a book of business of High and or Ultra High net worth clients.
You would be responsible for the sale and implementation of a complete wealth management solution, including investments, trusts and estate planning products to core clients with the assistance of the Institution's internal resources
Finding out what information, products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information
Maintaining and managing a strong working knowledge of client portfolios / products
Resolving customers' queries and extending outstanding level of service
Contributing to the development of new products and services, based on customer feedback
Sales activity planning, including reviewing existing customer files to identify sales opportunities
Undertaking commercial negotiations
Managing new business pitches
Compliance with legal requirements, industry regulations, organizational policies and professional codes.
Strong business development and relationship management skills (and you possess an existing book and strong pipeline of clients)
Excellent interpersonal skills, able to communicate with a wide range of people
Strong customer service ethic (reliable, respecting customers' confidentiality) and strong business ethics
Excellent team player
Outstanding negotiation skills.
Strong decision-making skills and the ability to take the lead
Ability to manage risk
Proactive and highly self-motivated / Entrepreneurial mindset
Confident selling and marketing products
Ability to explain complex financial and transactions information in simple terms
English or French is mandatory, any other language would be an asset.
Degree in Economics / Finance,
Ideally a Master's Degree, CFA or MBA
If you are an accomplished business developer please get in touch by clicking on the Apply button.