Team Manager - Ultra Private Banker
Team Manager - Ultra Private Banker
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Job Description
Job Summary:
Youre responsible for leading our clients Ultra Private Banker team to deliver tailored investment solutions and exceptional client service. Your role includes driving client acquisition maintaining relationships with highnetworth (HNW) clients and collaborating with wealth management teams to optimize portfolios and achieve business targets.
Job Description:
Lead and manage our clients Ultra Private Banker team ensuring team members can recommend appropriate investment products and achieve performance targets
Develop and maintain strong relationships with highnetworth clients offering personalized onshore and offshore banking solutions expert advice on portfolio management financial products investment opportunities and wealth structuring
Acquire new clients through strategic networking with existing networks and targeted prospecting efforts
Deliver exceptional client service by ensuring accurate transaction execution prompt responses to client inquiries and alignment with their financial goals
Collaborate closely with wealth management teams including the Chief Investment Office team Wealth Planning and Family Office to enhance client outcomes
Monitor and optimize clients investment portfolios to ensure alignment with their objectives and strategies
Qualifications:
Bachelors degree or higher in Business Administration Banking and Finance Economics Accounting Marketing or a related field
Minimum 10 years of experience in Private Banking Investment or Wealth Management; experience in working with highnetworth clients is preferred
Experience in offshore investments or offshore work is an advantage
Holder of relevant investment and insurance licenses; CFP certification is a plus
Proficiency in Microsoft Office (Excel Word PowerPoint)
Fluent in both spoken and written English
Strong interpersonal and leadership skills with a passion for sales and client service hardworking ambitious and capable at delivering effective presentations
Employment Type
Full Time
