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Redstone Private Banking Search are currently working with a Swiss private bank who are looking for senior private bankers to add to their team in Germany covering the local market with a focus on expanding their office in Frankfurt.
Key Responsibilities / Tasks
Responsible for managing portfolio of UHNW German private individuals or families domiciled in Germany and across Europe
Develop and execute a business plan focusing on acquiring new-to-bank clients and portfolio revenue generation
Managing existing client relationships resulting in increasing wallet size and developing a network of prospects.
Advising clients on traditional and alternative asset classes such as equities, fixed income, bonds, shares, structured products and private equities
Role reports into Head of Wealth Management Germany
Key Qualifications / Experience
Minimum 5 years' experience as a successful private banker in a private bank or wealth manager
Existing portfolio of UHNW clients with a good track record of net new money and revenue generation.
Strong knowledge of investment solutions across all asset classes and products