Overview
– As a Senior Private Banker, you will be expected to secure and manage the investments of HNI and UHNI both in the region and internationally.
– You should have extensive experience with managing this level of clientele and you should be able to provide suitable investment management solutions that are in line with the client’s aspirations and risk appetite.
– In addition, you shall serve as the trusted advisor to both new and existing clients by showing excellent communication and knowledge regarding the investment products and solutions that are available.
– A significant part of the role will be to identify and secure new clients in order to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All of the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements.
– To be considered for this role, you must have experience with managing a minimum of USD 20 million in AUM, and you should be confident that you can transfer this AUM upon joining.
– Our client is looking to hire someone who is extremely self-motivated and entrepreneurial. You should be capable of managing and growing a large book of HNI and UHNI clients.
– The ideal candidate will have previous Private Banking experience, along with a transferable book of discretionary managed investments.
– You must have excellent knowledge of the financial markets and of the investment solutions that you will be offering your clients.