
Our client is a well-established firm in the private banking segment, currently in a phase of growth and development. They are seeking a candidate to manage and grow a portfolio of clients, providing personalized investment strategies and staying updated on market trends and financial regulations. The successful applicant will work closely with the financial services team, identifying growth opportunities, participating in client meetings and industry events, and maintaining high ethical and compliance standards.
The ideal candidate will have a degree in Finance, Economics, or a related field, with at least 15 years of experience in private banking/wealth/UHNW functions. Strong communication and customer service skills, as well as a solid knowledge of investment strategies and financial regulations, are required. Our client offers an inclusive and collaborative work culture, along with health and wellness benefits.