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Senior Private Banker
Il y a 2 mois
Redstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. With a strong presence in the global market, we offer tailored search solutions to meet the evolving needs of our clients.
We are currently working with an international private bank in Liechtenstein that is seeking to expand its presence in the Polish and wider CEE markets. The bank is looking for a skilled professional to develop and manage a portfolio of private clients from these markets.
Key Responsibilities- Develop and manage a portfolio of private clients from the Polish or other CEE markets.
- Work closely with clients to offer a full range of discretionary and advisory wealth management services.
- On-board and book private clients with the bank in Switzerland, working towards net new money and return on asset targets.
- 5+ years' experience in a similar role as a private banker or wealth manager covering the Polish or other CEE market.
- Prior track record of client development and asset acquisition.
- A well-developed network of professional and personal contacts to enable continuous introduction of new clients to the group.
- A solid understanding of compliance and regulatory implications pertaining to the target markets.
Redstone Private Banking Search works with its licensed Swiss partner Accurity GmbH to handle all candidate applications in accordance with Swiss law.