Private Banker

Madrid, Community of Madrid, es
Company: Hays
Category: Management Occupations
Published on 2021-06-21 10:07:03

Private Banker

Hays is leader in the provision of search solutions for the private banking and wealth management sector.With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses. We are currently working with an international private bank looking to expand their coverage of the spanish market.

Key Responsibilities / Tasks:

• Responsible for prospecting, managing and developing a portfolio of HNW clients * Advising clients on bespoke investment solutions (such as discretionary portfolio management) and ensuring that the proposals are in line with client’s goals and objectives * Monitoring and managing client portfolios regularly * Travelling as necessary to meet clients and prospect new business

Key Qualifications / Experience:

• At least 8 years’ experience as a Private Banker / Relationship Manager * Excellent relationships within the HNW market * A proven track record of business development and client retention * Fluent in English * Located in Madrid

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