Through their success they have experienced a growth within their market and are now looking for successful Private Bankers and Wealth Managers who share their passion to offer a 1st class service and to help continue with their success.
Main duties of the role are: -
• Create and develop new business and relationships via a network of UHNW individuals and family offices
• Offer a full Private Banking and Wealth Management service to maximise portfolio income
• Ensure agreed budgeted targets are met or exceeded
• Develop relationships with intermediaries who may be sources for new business
The successful individual will have a portfolio of clients with AUM of £70million minimum, which he/she can bring across between 1-3 years.
Qualifications/Work Experience
• Demonstrate the ability to look after a Ultra High Value client base
• Knowledge of products and services provided by key business partners and assessing when to hand off
• You will have a proven track record in providing financial solutions to High Net Worth individuals ensuring that the products you offer match their needs.
• Plan and execute sales campaigns
• Further strengthen company profile in the HNW/UHNW area
• Previous Experience in managing and developing a portfolio of Clients with at least $100million of AUM
• Have at least 4 years relevant experience, having performed a similar role
• Ideally be a well known name with an established reputation
• Be sales oriented with good product knowledge particularly of managed portfolios and alternative asset management
• Be capable of and be motivated to sell to successful and influential people
• Be a self-starter able to work with a degree of day-to-day autonomy
• Be an excellent planner and organiser
• Be a team player that is able to gain the respect of his/her peers
• Be someone who is resilient, self-confident with presence and energy
• Possess good sales and client relationship skills
• He/she must have good and established contacts with the professional and high net worth community
• Possess a successful track record of winning and developing accounts
• Possess knowledge of tax, property and have a grasp of overall wealth management issues
• Ideally you will hold your relevant financial advice certificates,
If you are interested in opportunities, specialising within Private Banking and Wealth Management, in London, Switzerland, Monaco or the Americas, please contact Steve Groom at RP International on 00 44 (0) 203 128 7734
