Company Overview: Our client is a prestigious international private bank with a strong presence in the UK market. With offices spanning the globe, they are currently focused on expanding their London branch. They are actively seeking seasoned Private Bankers with an established network of HNW or UHNW clients who would benefit from their global platform and booking centres, their extensive lending capabilities and strong reputation.
Role Overview: As a Senior Relationship Manager, your key role will be to broaden our client network and nurture existing relationships. You will seek and onboard new clients while providing financial advice to both existing and new clients based on their financial needs. You will keep a close watch on financial markets and stay updated with international wealth management trends.
Responsibilities:
- Client Acquisition: Identify and onboard new clients, including individuals of high-net-worth and ultra-high-net-worth.
- Business development: Keep abreast of financial markets, investment trends, and regulatory changes pertinent to wealth management to identify new business opportunity.
- Portfolio Management: Oversee investment portfolios, ensuring alignment with clients' objectives, monitor market trends, adapt investment strategies as necessary, and carry out trades across a variety of asset classes.
- Compliance: Ensure adherence to all regulatory standards, compile essential paperwork for client consultations, account initiation, and evaluations, and execute Know Your Customer (KYC) procedures
- Market Monitoring: Maintain up-to-date knowledge on financial markets, trends in investment, and alterations in regulations pertinent to wealth management.
Qualification:
- Minimum 5 years of experience as a Relationship Manager or Senior Relationship Manager.
- Strong knowledge of the financial markets, products, and services.
- Proven track record in managing HNW/UHNW clients.
- Excellent communication and interpersonal skills.
- Fluent in English
Why Join Us?
- Be part of a vibrant team in a well-established private bank.
- Exposure to a varied clientele and seize thrilling opportunities for growth.
- Competitive remuneration and benefits package.
If you are an experienced Relationship Manager with a dedication to catering to HNW and UHNW clients, we are eager to connect with you!
