We use cookies to give you the best online experience. By using our website you agree to our use of cookies in accordance with our cookie policy.

Ok

Senior Private Banker GCC MENA (Team)

Back
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.
I am interested Back to top

Your consultants

Daniela Petringa

Director
Zurich

5 rue des Marronniers
1207 Geneva

+41 (0)22 552 01 05

Jamaï Cazelles de Livers

Talent Acquisition Specialist
Zurich

5 rue des Marronniers
1207 Geneva

+41 (0)22 552 01 05

I am interested

Fill your lastname

Fill your firstname

Fill your e-mail

Please attach your CV

Please attach your CV