UK Offshore Senior Private Banker, Switzerland or Monaco
We are working with a top tier Swiss private bank who are seeking an experienced Senior Private Banker in Switzerland or Monaco to focus on covering UK and/or UK RnD clients. This role is focused on building out the UK offshore coverage of the bank and a portfolio of high-net-worth (HNWI) and ultra- high-net-worth (UHNWI) clients. The successful candidate will leverage a comprehensive suite of private banking and wealth management products
Key Responsibilities
- Develop and manage a portfolio or UK and/or UK RnD U/HNW clients, ensuring tailored wealth management solutions
- Identify and cultivate new client relationships, demonstrating expertise in client acquisition and relationship building
- Provide personalized strategies, leveraging the bank’s full suite of products and services
- Have a pivotal role in building out further the firm’s offshore coverage of UK clients
Requirements
- Extensive experience in private banking, wealth management or a related field, with a proven track record of managing U/HNW clients
- Demonstrate success in client acquisition and portfolio growth relating to UK clients
- Candidates should have an existing transferable portfolio of UK / UK RnD clients
- Strong understanding of financial products and services
- Fluency in English is required. Additional language skills are seen as favourable
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