Ultra Private Banker
Ultra Private Banker
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Job Description
Job Summary:
The Ultra Private Banker is responsible for building and managing relationships with highnetworth (HNW) clients by offering customized investment solutions and expert financial advice. This role involves acquiring new clients optimizing portfolios ensuring exceptional service and collaborating with the wealth management team to align strategies with client goals and market trends.
Job Description:
Develop and maintain relationships with HNW clients providing tailored onshore and offshore banking solutions expert advice on portfolio management financial products investment opportunities and wealth structuring
Acquire new clients by leveraging existing networks and engaging in targeted prospecting efforts
Provide exceptional client service by ensuring the timely and accurate execution of transactions responding to client inquiries and addressing their financial goals
Collaborate closely with the wealth management team including the CIO team Wealth Planning and Family Office
Monitor and optimize clients investment portfolios ensuring alignment with their investment objectives and defined strategies
Qualifications:
Bachelors degree or higher in Business Administration Banking and Finance Economics Accounting Marketing or a related field
Minimum of 7 years of experience in Private Banking Investment or Wealth Management preferably working with highnetworth clients
Experience in offshore investments or offshore work is an advantage
Holder of investment and insurance licenses; CFP certification is a plus
Proficiency in Microsoft Office (Excel Word PowerPoint)
Fluent in spoken and written English
Strong personality and interpersonal skills with a passion for sales and service hardworking ambitious and capable of delivering effective presentations
Employment Type
Full Time
