Senior Private Banker – Miami/New York – UHNW or HNW recruitment
JOB DESCRIPTION – PRIVATE BANKERS/RELATIONSHIP MANAGERS:
Our client, a top ranked bank within the US, with established and growing reputation with the private banking sector has delivered a mandate to hire 4 new private bankers relationship managers to enhance their growing New York and Miami Offices. Having enjoyed a record period of dynamic growth across the business, especially within wealth management, our client wishes to expand their network within the Latin American segment, catering to an increasingly widespread and diverse clientele.
RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:
• Client generation/retention
• Maintenance of existing bank to client relationships
• Provision of investment solutions, maximising client portfolio revenues
NECESSARY REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:
Potential candidates should have an existing client portfolio of HNW/UHNW INDIVIDUALS already in place. Our client will be particularly interested in candidates focusing on Latin American clients, although those with experience in other areas will still be considered. MARKET SEGMENTATION WILL NOT BE IMPOSED.
Strong CRM skills, along with the ability to hunt and develop new business, is essential. Both individual and team applications will be considered. The group in question has an excellent reputation in the market place and is seeking to enhance its entrepreneurial environment to further expand their client reach with an extensive range of products and services.
For further details feel free to contact one of our dedicated team on +442070780510 or send an email to privatebanking@carltonseniorappointments.com.