Relationship Manager EN/ES - Farmer & Hunter
We are seeking an experienced and dynamic Relationship Manager to join a Private Banking division. This is a hybrid role combining both farmer (client relationship management) and hunter (business development) responsibilities. The ideal candidate will be fluent in English and Spanish (Hebrew is a plus) and possess a strong ability to manage and grow a portfolio of high-net-worth clients.
Responsibilities:
* Client Relationship Management: Develop, nurture, and maintain long-term relationships with existing high-net-worth clients, ensuring exceptional service and personalized financial solutions.
* Business Development: Identify and acquire new high-net-worth clients through networking, referrals, and proactive market engagement.
* Financial Advisory: Provide tailored investment advice, wealth management solutions, and financial planning based on clients' objectives and risk profiles.
* Cross-Selling: Promote and offer a wide range of banking products, including investments, credit solutions, and estate planning, to maximize client engagement and satisfaction.
* Market Research: Stay up to date with financial markets, economic trends, and regulatory changes to offer informed and strategic advice.
* Risk Management & Compliance: Ensure strict adherence to regulatory requirements, internal policies, and risk management protocols.
* Collaboration: Work closely with internal teams, including investment specialists, compliance, and credit analysts, to deliver comprehensive financial solutions.
Profile:
* Languages: Fluency in English and Spanish (Hebrew is a plus).
* Experience: Minimum of [X] years in private banking, wealth management, or a related field.
* Client Portfolio Management: Proven track record in managing and growing a high-net-worth client portfolio.
* Business Development Acumen: Strong ability to identify, attract, and onboard new clients.
* Financial Expertise: Solid knowledge of investment products, financial planning, and risk management.
* Regulatory Knowledge: Familiarity with international banking regulations, compliance requirements, and KYC procedures.
* Communication & Interpersonal Skills: Strong ability to build trust, negotiate effectively, and provide exceptional client service.
* Analytical Skills: Ability to assess client needs and market trends to develop strategic financial solutions.
* Technology Proficiency: Comfortable with digital banking tools, CRM systems, and financial analysis software.
Job ID: E1529325-D478-4571-B68B-8F7E7BCF26C3
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