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Senior Private Banker
hace 1 semana
About the Role
We are seeking an experienced Senior Private Banker to join our team. As a Senior Private Banker, you will be responsible for building and maintaining strong relationships with high net worth clients, developing and implementing comprehensive financial plans, and managing investment portfolios.
Responsibilities
- Client Relationship Management:
- Identify and pursue new business opportunities through referrals, networking, and market research.
- Develop and maintain strong relationships with existing clients, understanding their financial goals and objectives.
- Communicate effectively with clients to understand their needs and preferences.
- Financial Planning and Advice:
- Develop and implement personalized financial plans to meet the unique needs of each client.
- Provide expert advice on complex financial matters, including investments, credit, and wealth planning.
- Analyze client data to identify trends and opportunities for growth.
- Portfolio Management:
- Manage investment portfolios to maximize returns while minimizing risk.
- Monitor and adjust portfolios as needed to reflect changes in market conditions or client objectives.
- Team Collaboration:
- Work collaboratively with internal teams to ensure seamless delivery of services and solutions to clients.
- Participate in cross-functional meetings to discuss client needs and develop strategies for growth.
