We are currently working with a Swiss & International Private Bank present in all the financial hubs. They asked to introduce a team of senior bankers experienced in GCC/MENA UHNWI client servicing and development. The Senior Private Banker is the face of our client Private Banking business. The selected candidate leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. This role is also responsible for the client experience and engaging our client resources to deliver a complete wealth management solution. We will offer you a competitive total compensation with the best formula of the industry.
The Senior Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients
Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from GCC clients.
Responsible for sales and implementation of investment, banking, and trust/estate products to core clients as appropriate
Leverage and coordinate internal experts to provide interdisciplinary expertise for our most complex clients
Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced
Build trust with clients and effectively manage relationships
Ensure that the proposed products and services maximize the clients' needs, goals, and objectives
The candidate's performance will be measured by objectives using specific financial metrics and client satisfaction objectives
Requirements
Significant experience in Private Banking working with GCC Ultra High Net individuals and families or related fields within financial services
Previous business development experience
Achievement-oriented, focused on exceeding business goals with sufficient attention to detail
Proven sales success including prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Excellent communication skills, both written and oral
Ability to adapt to a quickly changing business including regulatory and technological environment
Strong relationship management and team-building skills; views team concept as critical to mode
Having a proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be mandatory to this role. Possessing a collaborative spirit and the ability to work effectively in a team, as well as valuing the innovation and creativity that diversity of thought brings, is essential.
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The Senior Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients
Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients from GCC clients.
Responsible for sales and implementation of investment, banking, and trust/estate products to core clients as appropriate
Leverage and coordinate internal experts to provide interdisciplinary expertise for our most complex clients
Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced
Build trust with clients and effectively manage relationships
Ensure that the proposed products and services maximize the clients' needs, goals, and objectives
The candidate's performance will be measured by objectives using specific financial metrics and client satisfaction objectives
Requirements
Significant experience in Private Banking working with GCC Ultra High Net individuals and families or related fields within financial services
Previous business development experience
Achievement-oriented, focused on exceeding business goals with sufficient attention to detail
Proven sales success including prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Excellent communication skills, both written and oral
Ability to adapt to a quickly changing business including regulatory and technological environment
Strong relationship management and team-building skills; views team concept as critical to mode
Having a proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be mandatory to this role. Possessing a collaborative spirit and the ability to work effectively in a team, as well as valuing the innovation and creativity that diversity of thought brings, is essential.
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Senior Private Banker GCC MENA (Team) Arbeitgeber: Lexton Stanley
Als Arbeitgeber bietet die renommierte Privatbank in Genf nicht nur ein dynamisches und unterstützendes Arbeitsumfeld, sondern auch zahlreiche Möglichkeiten zur beruflichen Weiterentwicklung. Die Unternehmenskultur fördert Teamarbeit und Innovation, während die Mitarbeiter durch gezielte Schulungen und Mentoring-Programme in ihrer Karriere unterstützt werden. Zudem profitieren Sie von einem attraktiven Vergütungspaket und der Möglichkeit, in einer der schönsten Städte der Welt zu arbeiten.
