Job Description

Our client in financial services is seeking a Private Banker to join their team! This role will manage the financial assets of high-net-worth individuals, providing comprehensive wealth management services. Develop and maintain relationships with clients, understanding their financial needs and goals to create customized wealth management strategies. Also identify new business opportunities and stay informed on market trends.

Key Responsibilities:

• Client Relationship Management: Building and maintaining strong relationships with high-net-worth clients, understanding their financial goals and risk tolerance.
• Wealth Management Strategy Development: Developing and implementing customized wealth management strategies for clients, including investment management, estate planning, and tax strategies.
• Portfolio Management: Managing client portfolios, selecting suitable investments, diversifying assets, and monitoring performance.
• Financial Advice and Consultation: Providing comprehensive financial advice, including investment recommendations, credit and lending services, and tax planning.
• Business Development: Identifying potential new clients and proactively seeking business opportunities through referrals and networking.
• Risk Management and Compliance: Ensuring compliance with all regulatory policies and procedures, and managing client account performance.
• Financial Planning: Assisting clients with financial planning, including retirement planning, and identifying wealth planning opportunities.
• Collaboration with Specialists: Working with other internal specialists, such as investment experts, estate planners, and tax advisors, to provide comprehensive services.

Requirements:

• Series 7 and 65 or 66

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