This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
Join us as a Private Banker where you will help deliver excellent business results while managing risk and building long-lasting relationships with clients and family offices. Acting as a trusted partner, you’ll provide tailored solutions across investment, banking, and credit, working closely with colleagues and specialists to meet client needs. Your role will focus on welcoming new clients, supporting asset growth, and meeting agreed targets, all while offering clear and practical advice.
Job Responsibility:
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
Requirements:
Experience building and maintaining client relationships and providing tailored financial solutions in a regulated setting
Good organisational skills with the ability to handle several tasks at once and set clear priorities
A thoughtful approach, comfortable taking responsibility for tasks while working closely with the team
Clear communication and the ability to engage and influence clients in a positive way
Relevant academic and professional qualifications, ideally RDR Level 4 or working towards it
Nice to have:
A collaborative mindset with a practical approach to problem-solving
Flexibility and openness to change in a fast-moving environment
A constructive attitude and the ability to connect with clients from different backgrounds