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Senior Private Banker GCC MENA (Team)

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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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Vos consultants

Daniela Petringa

Director
Zurich

5 rue des Marronniers
1207 Genève

+41 (0)22 552 01 05

Jamaï Cazelles de Livers

Talent Acquisition Specialist
Zurich

5 rue des Marronniers
1207 Genève

+41 (0)22 552 01 05

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