Private Banker/CRM

Our client is a leading Wealth Management and Private Banking institution who is seeking Private Bankers to join their team and build a portfolio of clients. They offer bespoke multi-asset services to HNWIs, Family Offices, Asset Managers and Corporate/Institutional clients. Responsibilities: Client Relationship Management: Successfully onboard and manage clients, ensuring seamless integration into the banking ecosystem while maintaining exceptional service standards Business Development: Identify, pursue and acquire new private banking clients through strategic networking, referrals and targeted outreach initiatives Wealth Management Services: Provide comprehensive wealth management services tailored to clients needs, collaborating with internal specialists to offer clients a broad spectrum of investment solutions Regulatory Compliance & Risk Awareness: Ensure all client interactions and activities adhere strictly to regulatory requirements and the institution's compliance & risk policies Key requirements: Experience in Private Banking/Wealth Management with a strong network of clients Finance related certifications advantageous Excellent interpersonal, communication and business development skills Knowledge of Financial Markets & Investment products Ability to work in a dynamic environment with high attention to detail