This Senior Private Banker role is with a top-tier International Private Bank that has a strong reputation globally. They cater to private client needs with a world-class range of investment solutions and products across all asset classes. They also have a big balance sheet and are able to offer mortgages and credit at a competitive rate.
The Senior Private Banker will:
1. Be accountable for identifying and developing client relationships within the HNW market with a focus on LATAM clients.
2. Act as trusted advisor to U/HNW clients providing bespoke wealth management services.
3. Lead new client acquisition and retention through strong investments, banking, wealth management, and wealth advisory services.
4. Leverage the specialists in local and global teams in order to provide expertise to service sophisticated clients.
5. Typical clients have a net worth of £1 million and above.
They have:
1. AUM of around $200Bln.
2. 25 offices globally.
3. Very competitive pricing with booking centres in the US, South America, and Europe.
4. A very strong investments team to help assist.
5. Flat structure - less politics, access to senior management, with accelerated progress and decision making.
Key Qualifications / Experience:
1. 10+ years' worth of experience in Private Banking.
2. Experience in managing a client portfolio of at least $100m with the ability to generate strong revenues.
3. Worked with LATAM clients.
4. A transferable book of HNW/UHNW clients.
5. Previously worked for a Private Bank, Family Office, or investment firm.
#J-18808-Ljbffr