Senior Private Banker Nordics recruitment
Luxembourg’s Private Banking industry is undergoing dramatic changes today, and only a few banks have decided to give this country a prime focus in its global strategy. The OpportunityBecome part of a Private Bank which has taken a clear commitment for Luxembourg as their first strategic international Private Banking location.Contact us if you are a Senior Private Banker with a focus on Nordic clients, and if you want to continue building your career with a trusted institution behind you. The Responsibilities*You will advise international customers from Northern Europe / Scandinavia in terms of Read more […]
Investment Advisor recruitment
About the challengeBuilding strong relationships with new and existing clients through telephone consultations, you will provide them with an advice led solution to assist them in choosing the most appropriate discretionary fund solution available through Barclays. You’ll guide clients through the risk profiling process to ensure the chosen portfolio meets their risk appetite, and is best placed to assist them in meeting their medium and long term goals, whilst ensuring that all work meets current legislations and regulatory requirements. You will be required to achieve activity and revenue targets Read more […]
Consumer Banking Relationship Director Private Clients $1 Million plus recruitment
Responsibilities:Relationship Directors are core to our customer proposition and are responsible for growing business by thoroughly understanding our customers’ needs, and matching these needs to the appropriate products and services. Successful Relationship Directors are typically very active in the community and strive to better educate existing and potential customers about how a solution can help them prepare for future life events, achieve their financial goals, and protect their wealth.You will be responsible for:Growing and strengthening the wealth of high net-worth individuals and their Read more […]
Protection Products – Sales Adviser, Corporates recruitment
Purpose of roleWorking within the Corporate Financial Planning pillar, these individuals will be known as Corporate Protection Advisors. Thier focus will be to deliver effective and compliant customer sales and servicing to corporate customers working collaboratively with Corporate bankers and more Hollistic Wealth Advisors.You will advise our corporate clients and provide a world class range of corporate solutions to their business continuity and succession planning needs, and products including Loan Protection, Keyperson Protection, Shareholder and Partnership Protection. This excludes the Read more […]
Private Banker Monaco recruitment
A major European bank with a strong private banking presence in Monaco looking to expand its office in the Principality. Ideally looking for a private banker with 5+ years experience with strong interpersonal skills and a very good understanding of multiple products across asset classes. The successful applicant will be given a book of business from which to develop a book of European Clients. Ideally the client would like the individual to bring clients on board over a period of time however this is not a pre-requisite for the role. The position offers the successful candidate career progression Read more […]
Senior Private Banker France-Benelux recruitment
Luxembourg’s Private Banking industry is undergoing dramatic changes today, and only a few banks have decided to give this country a prime focus in its global strategy. The OpportunityBecome part of a Private Bank which has taken a clear commitment for Luxembourg as their first strategic international Private Banking location.Contact us if you are a Senior Private Banker with a focus on BeNeLux, and if you want to continue building your career with a trusted institution behind you. The Responsibilities*You will advise international customers from Belgium, The Netherlands and Luxembourg in terms Read more […]
Investment Consultant Russian recruitment
On behalf of a prestigious Private Bank based in Geneva is looking to hire a:INVESTMENT CONSULTANT RUSSIANPurpose of the role:Proactively provide support and expertise to the Russian CIS Private Banking division in the acquisition, development and retention of all investment services and products related business.Your responsibilities:Reporting to the Head of Investment Consulting and Private Banking you will partner with Private Bankers to develop new business and increase profit margins Support Private Bankers in client acquisition, development and retention Accompany Private Bankers in client Read more […]
Senior Wealth Planner recruitment
Role Purpose: The aim of Coutts Co is to become our clients “trusted advisor” which will not only strengthen our client relationships but also allow us increase our product penetration. Wealth planning is an integral part of this strategy as it allows the us target our clients’ hearts and minds thus gaining access to their full spectrum of wealth and engaging with the complexity of our most wealthy clients’ aspirations. The Wealth Planner will work with Private Bankers to build and maintain client relationships with HNW and UHNW clients.Key Accountabilities: To proactively work with Private Read more […]
Premier Relationship Manager- South Melbourne recruitment
Play a pivotal role in HSBCs expansion within Australia by joining our new South Melbourne branch as a Premier Relationship Manager.Reporting to the Branch Manager, this role will have a core focus on new to bank relationship building and management.As a Premier Relationship Manager, you will be responsible for the management and expansion of an existing, growing portfolio of customers. The target market is the High Net Worth and Professional area, focusing on portfolio style management with a wealth creation and multi product emphasis.You will have the ability to recognise needs, develop relationships Read more […]
Asia-Pacific Desk Head – Zurich or Geneva recruitment
RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:-Expanding Asian networks-Maintenance of existing client relationships (relationship management)-Provision of investment solutions, products and support-Play a key role in marketing initiative*The Desk head will inherit existing assets and must have experience in leading a team.NECESSARY REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:- Potential candidates should have an existing client portfolio of HNW/UHNW INDIVIDUALS already in place. – Strong knowledge of ASIAN market- Networking skills-Team Skills- Focus: APAC Strong CRM Read more […]