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 client's financial objectives, risk tolerance, and investment preferences.
- Investment Advisory:
- Provide personalised 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 optimisation, 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 analytic skills and a deep understanding of financial markets.
- Fluency in English; additional languages (such as French or German) are advantageous.
