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Private Banker – Global European Bank (Multiple Locations)
HOFFER & ASSOCIATES EXECUTIVE SEARCH
July 2, 2018
(THIS POSITION IS AVAILABLE IN MULTIPLE LOCATIONS: Switzerland, Luxembourg, Monaco, Dubai, London, USA, Latin America, Singapore)
A highly respected global European private bank that offers HNWI and Investment Banking solutions to clients.
Summary of the position:
Acts as trusted Banker (advisor) to UHNW and HNW clients providing bespoke wealth management services, in addition to a world-class range of investment solutions and products across all asset classes.
Accountable for identifying and developing client relationships within the high net worth and UHNW market.
Leads new client acquisition and retention through a broad knowledge of investments, banking, wealth management and wealth advisory services.
Leverages the specialists on the local team and within Global Team in order to provide interdisciplinary expertise and services to complex clients.
Responsible for the client experience and engaging resources to deliver a complete wealth management and advisory solution.
Typical clients have a net worth of USD 2 million and above.
Key tasks summary:
The Banker is expected to acquire, develop and service relationships across the UHNWI and HNWI sector:
Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver significant new client opportunities.
Act as the relationship manager for a specific portfolio of clients and ensure every client has a positive experience.
Exceed the expectations of the bank's clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services.
Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
An entrepreneurial attitude is essential.
If you are looking for a new challenge and you believe having the right profile, please apply directly via email on: email@example.com in order to set up a discreet discussion.
Additionally , you can check on our existing openings via our corporate website: www.hoffer.me
Internal Number: 2582057
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