Responsible for managing and developing a private client portfolio consisting of high net worth and ultra-high net worth individuals from Greece & Cyprus
Developing and sustaining relationships in the region with frequent traveling to prospect new business and meet clients
Provide tailored financial advice, investment strategies and customized solutions to meet the clients' diverse needs
Collaborate closely with internal experts to offer a wide range of banking, investment, and advisory services
Ensure compliance with regulatory requirements and internal policies
Requirements:
At least 7-10 years of proven experience as (Senior) Relationship Manager / Private Banker in the target markets
Proven track record of relevant experience in client acquisition
Proven track record of revenue generation and asset acquisition
Sound knowledge of the Greek and Cypriot markets and its regulatory landscape
Very good knowledge of products, services, global compliance aspects and financial markets
Exceptional interpersonal skills with the ability to communicate effectively and build trust with clients and colleagues
This is an outstanding opportunity to join a well-established and highly regarded private banking group with a strong presence in the wealth management sector.
If you have the experience, drive, and market expertise required, we would love to hear from you.
#J-18808-Ljbffr