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Private Banker
il y a 1 mois
We are seeking a Private Banker - Client Advisor to join our team at Norman Alex. As a Senior Wealth Management Professional, you will be responsible for managing and developing a portfolio of High Net Worth Individuals (HNWI) within an entrepreneurial mindset. Your primary goal will be to provide best-in-class investment advice and interact with prospects and clients to generate new business synergies.
Key Responsibilities
* Develop and manage a book of clients residing in France who are looking for a different investment strategy
* Provide investment advice and interact with prospects and clients to generate new business synergies
* Work closely with the client to understand their financial goals and objectives
Requirements
* Strong track record in wealth management and strong relationship skills
* Ability to manage and develop a portfolio of HNW individuals within an entrepreneurial mindset
* Excellent communication and interpersonal skills
About Norman Alex
Norman Alex is a private bank boutique based in Paris, offering a unique investment service for HNWI/UHNWI clientele. We are committed to providing our clients with exceptional service and tailored investment solutions.
