Select Banker

Job Description

We are searching for a Select Banker to oversee a portfolio of high-net-worth clients at a prestigious financial institution. The role involves developing strong client relationships, providing bespoke financial advice, and maximizing revenue opportunities through strategic solutions.

Responsibilities

• Cultivate new client relationships while maintaining existing ones.
• Provide comprehensive financial planning and investment management advice.
• Meet or exceed sales targets and revenue goals to contribute to overall team success.
• Monitor portfolio performance regularly and make recommendations for adjustments.
• Conduct needs analyses to identify areas of opportunity for financial products.
• Engage in continuous learning to improve product knowledge and customer service skills.

Requirements

Education

• Master's degree in finance or business is advantageous

Experience

• 5+ years of experience in wealth management or private banking

Technical Skills

• Portfolio Management
• Financial Products Knowledge

Soft Skills

• Relationship Building
• Customer Service

Languages

• Multiple languages: Conversational

Advantageous

• Experience with alternative investments: Knowledge of private equity, hedge funds, and real estate investments.
• Leadership experience: Ability to lead client service teams effectively.

Benefits

• Generous annual leave and paid time off
• Flexible working arrangements
• Employee wellness programmes
• Access to financial planning resources

Company Culture

• Team Collaboration: We foster an environment of collaboration that empowers teams to achieve common goals.
• Client Focus: Our clients are at the centre of everything we do, ensuring we meet their needs effectively.