Responsibilities
- Client Relationship Management : Develop, manage, and grow profitable book of HNW clients and prospects. Maintain strong relationships with clients and prospects by providing personalized wealth management advice and identifying suitable investment opportunities.
- Business Development : Identify and target new potential clients in the mentioned European markets, focusing on High-Net-Worth individuals and affluent families.
- Financial Analysis : Conduct in-depth financial analysis to assess clients' needs and objectives, rmending investment solutions tailored to their risk profile and financial goals.
- Regulatorypliance : Ensurepliance with local and international financial regulations as well as internalpliance policies.
- Internal Collaboration : Work closely with internal teams, including investment specialists, tax advisors, and legal experts, to provideprehensive expertise to the clients.
Required Qualifications :
University degree in finance, economics, business administration, or a related field.Minimum of 10 years' experience in the private banking sector, with a solid track record in developing and managing portfolios of HNWI or UHNWI.Deep understanding of targeted markets and capacity to create and build trust with clients.Strong knowledge of the private banking environment, products and services offering.Demonstrated ability to develop new business and expand the client portfolio through hunter skills.Excellentmunication and interpersonal skills, with the ability to build and maintain long-term relationships with clients.Proficiency in local and international financial regulations, as well as best practices inpliance.Fluency in the relevant languages and French.Only short-listed candidates will be contacted, thank you for your understanding.