AP Executive are delighted to partner with a high-profile international Private Bank who have ambitious growth plans for 2025. The Bank boasts an excellent reputation and has a first-class range of products to compliment multiple booking centres globally. The bank has a truly client-centric approach and provides a white-glove onboarding process, aiming to solidify their standing as market leaders with continued growth in the year ahead.
Position Overview
In this position, you will use your experience as a senior Private Banker to initially onboard new clients, ensuring full regulatory compliance and client satisfaction. You will not inherit a book and so you will possess the drive and personality to grow a significant book of assets from scratch. In this dynamic working environment, you will continually strive to develop your AuM, wallet share, and client satisfaction, enjoying full support from a first-rate back/middle office team to achieve this.
Key Responsibilities
1. Onboard new clients while ensuring full regulatory compliance.
2. Grow a significant book of assets from scratch.
3. Develop AuM and wallet share while maintaining high client satisfaction.
Qualifications
To be considered for this position, you will be an experienced Private Banker with a significant book of live assets, and able to construct a solid business plan to drive new assets for the first 1-3 years. You will be a polished communicator with excellent relevant language skills, possessing a commercial mindset with strong attention to detail. Professional experience is key to success in this role, however, any professional qualifications are viewed favourably (CFA/MBA or equivalent).
To discuss this position further, please send your CV to Don Fletcher.
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