This Senior Private Banker role is with a Tier 1 Swiss Private Bank that has a strong reputation internationally. They have a world-class range of investment solutions and products across all asset classes.
The Senior Private Banker will:
- Act as trusted advisor to UHNW/HNW clients providing bespoke wealth management services.
- Need to be accountable for identifying and developing client relationships within the UHNW/HNW market.
- Leads new client acquisition and retention through a broad knowledge of investments, banking, wealth management and wealth advisory services.
- Use specialists on local team in order to provide expertise and services to sophisticated clients.
- Typical clients have a net worth of ยฃ1 million and above.
Key Qualifications / Experience
- 10+ years experience in Wealth Management
- Experience working with UK Resident Non-Domiciled in advantageous
- A track record of acquiring, developing and servicing relationships across the UHNW/HNW sector
- Experience in managing a client portfolio of at least ยฃ100m with the ability to generate strong revenues.
- Experience of 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.
- An entrepreneurial attitude is essential.
This role has a very competitive salary at Director Corporate Grade.
If you would like to find out more about this role or know anyone who might be interested, please contact:
or +442037588846