Private Banker
5 days ago
Our client is an EAM looking to grow its team of relationship managers to acquire Private Clients and Accredited Investors internationally.
**Job description**
This is an outstanding opportunity for an experienced Relationship Manager who aspires to build their own portfolio of clients.
**A little About You...**
- You build client relationships based on developing strategies focused on achieving the client's financial goals through the use of financial and wealth management solutions
- You have an established network of individual HNW and UHNW clientele (AI clients)
- You have adequate knowledge of financial markets and instruments
- You maintain regular and ongoing contact with your clients to revise financial plans based on the review and modification of client needs or changes in the investment market. This will help develop and cultivate your client base through ongoing servicing
- You are a self-driven and entrepreneurial individual who aims to do what is best for every client with good communication and interpersonal skills enabling you to communicate with confidence at all levels
- You have an existing book of clients of a minimum of USD150M AUM
- Very attractive monthly trailer fee based on AUM garnered
- Attractive profit sharing
- Access to research and trade ideas, as well as competitive pricing from various global private banks, hedge funds, private equity, and global markets platforms
- Specialist advice and Technical support
- Onboarding, Trade, and Regulatory Support
- High base pay
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