Job Description

 

My Client is one of the world’s leading independent Wealth Managers with offices in Europe, Russia, and Asia.

They look to create a Partnership with senior Private Bankers, who will be benefited from the exceptional revenue share model that the company offers.

 

For you to seriously consider this opportunity as a next career step you should:

 

● Have significant experience as Private Banker of UHNWI/HNWI individuals and families, with an extensive and established portfolio (hundreds of millions of AuM), which you are strongly confident that a great portion of them, can “follow” you.

● Be highly Entrepreneurial, with a strong attitude to work independently, self-motivated and very confident.

● Possess an extensive understanding of compliance and regulatory requirements.

● Have a broad knowledge of the industry and a thorough understanding of the culture and business

acumen in the covered region.

 

Your Skills/Experience:

 

● Possess an exceptional track record in acquiring and managing a sizeable book of business

(AuM) within your respective market(s).

● Maintain and grow your book of business consisting of UHNWI/HNWI individuals and families.

● Deliver exceptional client service and work with the asset management unit to provide

sophisticated financial advice across a range of products and asset classes.

● Advice on tailor-made solutions to meet clients’ requirements and collaborate with the

estate planning unit in the creation of wealth planning solutions.

● Maximize the acquisition and retention of clients of the family office and identify new

business opportunities.

● Develop prospects directly or via established networks by leveraging on the strong brand.

● Ensure that all your offered services are conducted in compliance with relevant law and

regulatory requirements, as well as custodian banks’ and our internal policies.

 

Giannis Giannopoulos
Managing Partner, Antal International - Global Recruitment
www.linkedin.com/in/worldwiderecruitmentexpert
Mob:  +30 697 2484965
Email: GGiannopoulos@antal.com
 
Get Jobs Like This By Email

Contact

Giannis Giannopoulos
+30 6972 484965