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Job

UHNW Private Banker

Responsibilities:

  • Demonstrate the understanding of clients’ businesses and sources of wealth generation
  • Build relationships with client families to establish long-term connections
  • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
  • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
  • Help clients achieve broad financial/investment goals related to the creation and management of wealth.
  • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
  • Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
  • Demonstrate strong commitment to team success and place team goals above personal achievement
  • Ensure compliance on regulatory requirements
  • Ensure strong controls and effective operational and administrative services.

 

Qualifications:

  • 10+ years of relevant experience
  • Proven track record in asset gathering, asset growth and revenue generation
  • Excellent commercial and negotiation skills
  • Excellent understanding of financial markets and products