- Ensure a proactive and comprehensive follow-up of the UNHWI customer base developed
- Initiate and develop the relationships needed to acquire new clients;
- Develop and maintain a network of intermediaries and business contributors;
- Encourage the development of Private Banking through the creation and maintenance of a pool of prospects;
- Providing customized advice to UHNWI private clients on a patrimonial level by optimizing the performance of their portfolio;
- Providing advice on complex estate planning;
- Contribute to the development of the value offered by the bank to its UHNWI clients;
- Reflect, if necessary with internal and / or external specialists, on alternative investment, structuring and financing scenarios taking into account the regulatory and tax framework
Profile:
- University degree (BAC +4/5) with economics orientation Finance / Management / CFA or equivalent experience.
- Minimum 8 years experience in a commercial banking business focusing on Private Banking clients. Additional experience in Asset Management or External Consulting is an asset.
- Very good knowledge of the economic, legal and fiscal environment relating to legal and physical persons.
- Excellent command of English
- Excellent knowledge of financial market techniques and portfolio management.
- With a strong sense of negotiation, you excel in connecting with new customers and you easily integrate into social networks.
- Customer oriented and results, the objectives are a challenge for you.
- Autonomous and organized, you are available for business trips.
- Control of office tools
