Key Responsibilities:
- Client Relationship Management: Develop and maintain strong relationships with high-net-worth British clients, understanding their financial needs and objectives.
- Portfolio Management: Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions.
- Financial Advisory: Provide expert financial advice on a range of products and services, including wealth management, investment strategies, and estate planning.
- Client Acquisition: Identify and acquire new high-net-worth clients through networking, referrals, and business development activities.
- Customer Service: Deliver exceptional customer service, ensuring client satisfaction and loyalty.
- Compliance: Ensure all activities comply with regulatory requirements and internal policies.
Qualifications:
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or professional certifications (e.g., CFA, CFP) are a plus.
- Experience: Minimum of 5-8 years of experience in private banking or wealth management, with a proven track record of managing high-net-worth clients.
- Skills:
- Strong understanding of financial markets, investment products, and wealth management strategies.
- Excellent interpersonal and communication skills.
- Ability to build and maintain long-term client relationships.
- Strong analytical and problem-solving abilities.
- Proficiency in English; knowledge of additional languages is an advantage.
Personal Attributes:
- Client-Focused: A passion for delivering exceptional service and financial solutions to clients.
- Proactive: Self-motivated and driven to achieve targets and grow the client portfolio.
- Ethical: High ethical standards and a commitment to integrity and transparency.
- Adaptable: Ability to thrive in a dynamic, fast-paced environment.
