Responsibilities:
- Working independently on maintaining your existing relationships with HNW/UHNW individuals
- Providing financial expertise on your investment needs
- Utilising your existing network and connections to continue growing your portfolio
- Conducting financial reports and reviews for clients
- Generating consistent revenues
- Consistently keeping clients up to date on any financial regulatory changes that may affect them
- Ensuring customer due diligence when speaking to new clients
Experience:
- 10+ years as a private banker managing a portfolio
- Proven track record of successful financial advice and navigation with your clients
- An established portfolio of of U/HNWI clients
- Expert knowledge and comfortable handling of financial products and investment strategies
- Ability to work independently in a flexible and entrepreneurial set up
- Travel when required to meet clients
- Comfortable handling of language in accordance to your market coverage
- Fluent English, French is a plus
