Relationship Manager
Role Overview : As a Private Banker, you will play a pivotal role in providing bespoke financial solutions to esteemed clients.
You'll work closely with ultra-high-net-worth individuals, understanding their unique needs, and tailoring investment strategies to help them achieve their financial goals.
Responsibilities :
- Client Relationship Management :
- Develop and execute a comprehensive client acquisition strategy.
- Identify new business opportunities through referrals and networking.
- Understand clients' financial objectives, risk tolerance, and investment preferences.
- Investment Advisory :
- Provide personalized investment advice, including asset allocation, portfolio construction, and risk management.
- Collaborate with our in-house research team to stay informed about market trends and investment opportunities.
- Wealth Planning :
- Work closely with clients to create comprehensive wealth management plans.
- Address estate planning, tax optimization, and succession planning.
- Client Reporting :
- Prepare regular performance reports and updates for clients.
- Ensure transparency and clear communication regarding portfolio performance.
Qualifications :
- Minimum 5 years of experience as a Private Banker, preferably within a family office or private banking environment.
- Proven track record of managing high-net-worth portfolios.
- Strong analytical skills and a deep understanding of financial markets.
- Fluency in English; additional languages (such as French or German) are advantageous.
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