Private Banker
Posted on :
08-05-2025
Employer Active
1 Vacancy
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Job Description
We are seeking an experienced and resultsdriven Private Banker to join our client a reputable Investment Advisory firm in Beirut. The ideal candidate will have a solid background in private banking a strong network of highnetworth individuals (HNWIs) and a proactive approach to client relationship management and business development.
- Leverage existing client portfolio to onboard new clients to the firm.
- Actively identify and acquire new highnetworth clients beyond existing network.
- Present tailored investment proposals aligned with clients financial goals and risk profiles.
- Recommend appropriate asset allocation strategies based on market conditions and client needs.
- Stay updated on market trends financial news and investment opportunities.
- Communicate the firms investment strategies and market outlook to clients effectively.
Qualifications :
- Bachelors degree in Business Finance Banking or a related field.
- Minimum 10 years of relevant experience in private banking and relationship management.
- Proven track record with an existing portfolio of highnetworth clients and strong client acquisition capabilities.
- Fluent in Arabic and English (written and spoken). French is a plus.
- Outstanding communication and presentation skills.
- Strong customercentric approach and ability to build longterm relationships.
- Proactive committed and accountable with a high degree of professionalism.
Ability to inspire trust and confidence.
Additional Information :
Our client a reputable Investment Advisory firm in Beirut
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
Key Skills
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