Senior Private Banker – LatAM Clients based in NYC or Miami Offices – USA recruitment
JOB DESCRIPTION – JUNIOR PRIVATE BANKERS/RELATIONSHIP MANAGERSOur client, a top ranked bank within the US, with established and growing reputation with the private banking sector has delivered a mandate to hire 8 new junior private bankers/wealth managers/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, those covering other regions Read more […]
Senior Private Banker – Saudi Arabia recruitment
Our client’s brand means that they are able to deliver heritage and quality client service with a truly global reach. Consequently they offer a fully integrated and comprehensive banking service, targeting the business and personal wealth of high net worth individualsKey Accountabilities: • You will pro-actively develop new and existing business in the KSA • Deliver exceptional client service and sophisticated financial advice to a portfolio of HNW and UHNW individuals • Operate as part of a multi-functional, culturally diverse team • Work closely with Investment Read more […]
Senior Private Banker/Wealth Manager – Global Bank based in London Office UK recruitment
Our client is looking for an experienced individual that can service a sophisticated book of clients, that are either self-generated or existing within the bank, and also generate new assets from sophisticated clients.RESPONSIBILITIES: Client Servicing – reviews, updates, new products/services, client eventsRelationship Management – entertain, increase usage, develop referralsAcquire clients – new clients, develop own networks, leverage internal networksDevelop networks – build introducers, referrals, internal peer networksSenior Member of TeamREQUIREMENTS:Private Banking/Wealth Management/Motivated Read more […]
Senior Private Banker – Monaco – HNW/UHNW Clients recruitment
JOB DESCRIPTION – PRIVATE BANKERS/RELATIONSHIP MANAGERS:Our client, a top ranked Monaco based private bank has delivered a mandate to hire 2-3 new private bankers relationship managers to enhance their Monaco headquarters. Having enjoyed a record period of dynamic growth across the business, our client wishes to expand their international network, with the UK market one being one of particular interest.RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:• Acquisition of new clients• Maintenance of existing client relationships (relationship management)• Provision of investment Read more […]
Senior Private Banker – New Team within Global Investment Bank recruitment
RESPONSIBILITIES: Network internally with Advisors, BDMs referral sourcesNetwork externally with intermediaries, industry peers clientsDevelop your businessDevelop strategic alliancesHit revenue targetsDeliver a business planREQUIREMENTS: Experience in Private Banking – UK Res, UK Res Non Dom (International individuals with a base or accounts here in the UK.Passionate DrivenNatural networkerIndependentPlease email your CV directly to privatebanking@carltonseniorappointments.com or call +442070780510 for a confidential discussion with one of our dedicated consultants. Read more […]
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:• Read more […]
Senior Private Banker – Spanish UHNW/HNW Clients -Top Tier Bank in Luxembourg recruitment
JOB DESCRIPTION– SENIOR PRIVATE BANKERS:Our client, one of the world’s specialist private banks, is looking to aid the development of their South European desk by taking on 2-3 senior private bankers to help develop the Spanish market, to be based in Luxembourg. RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:•Acquisition of new clients•Maintenance of existing client relationships (relationship management)•Provision of investment solutions, products and support•Development of NetworksNECESSARY REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:Potential candidates should Read more […]
Senior Private Banker – HNW or UHNW – PWM Arm of Global Investment Bank – London UK recruitment
Requirements:10+ Years experience in Private Banking/Wealth ManagementRelevant technical knowledgeGood market knowledgeUnderstanding of competitorsGood networks e.g. Law firms, accountancy practices, offshore/onshore, referral sources, UHNW and/or Wealth Families etcUnderstanding of sophisticated client requirementsEither transferable contact base or Marketable client baseIt is understood that clients may not wish to transfer assets in turbulent markets, and it will take time to build a book at this new company.Salary and package is irrelevant at this stage, but will be comensurate with experience Read more […]
Senior Private Banker – Spanish Clients -Top Tier Bank – Luxembourg based Office recruitment
JOB DESCRIPTION– SENIOR PRIVATE BANKERS:Our client, one of the world’s specialist private banks, is looking to aid the development of their South European desk by taking on 2-3 senior private bankers to help develop the Spanish market, to be based in Luxembourg. RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:•Acquisition of new clients•Maintenance of existing client relationships (relationship management)•Provision of investment solutions, products and support•Development of NetworksNECESSARY REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:Potential candidates should Read more […]
Senior Private Banker/Investment Advisor – Asset Manager, London UK recruitment
Our client is well established and has had a very strong 2011, and wishes to continue to build this team as they believe it is a will continue to be an expanding market for them. This is an exciting opportunity for a the right candidateRequirements:Client acquisitionRelationship ManagementNetworking – Intermediary IFA spaceTravel – as requiredResponsibilities:Generate new Assets Under ManagementManage existing relationshipsMentor and lead junior members of the teamAct as brand ambassador for the InstitutionExtend the company’s exposure within the right marketsHire/Recruit new members of the Read more […]