CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Our client, a leading Private Bank is looking for a Senior Private Banker focusing on Egypt Market to provide support, advice and a strategic approach to high net-worth clients. The individual would lead the sales and business performance and help to effectively manage client portfolios.
To be able to build strong relationships and attract new clients with Private Banking and Wealth Management needs to the group.
To demonstrate retention of an existing portfolio of clients.
Ensure that efficient service and wealth structuring systems are in place.
Provide advice to the high net worth individuals, senior management and support staff.
Manage the relationship with clients, investment managers and senior colleagues.
Prepare business reports which can be distributed to the investment management.
Manage risks in a timely manner by following the firm's and external regulatory standards.
Be abreast of competition, market and client activities in United Kingdom.
Provide advice on pensions and tax issues and act as an asset manager to ensure investment activities are appropriate and sound.
Provide clients all the updated market information and conduct an analysis based on the information obtained.
The preferred candidate will ideally have Wealth Management or Private Banking background. You should also possess excellent communication and interpersonal skills as well as be able to interact at all levels of business effectively.
If you are interested in this opportunity, please email your C.V. to email@example.com on +44 20 7430 1831 for a confidential discussion.
Our client is equal opportunity employer and value diversity in the company. The company does not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Altus Search Ltd is acting as an employment agency in relation to this role.