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Private Banker

4 months ago

London, United Kingdom MAC Recruit Group Ltd Full time

We are recruiting for a Private Banker role within a Financial Services company based in Bermuda.

Bermuda is a very friendly location, providing great networking opportunities for Private Bankers. This makes it easy to get in front of the right people, build a relationship with your clients and build your brand quickly.

You will be taking over an existing portfolio, maintaining existing relationships whilst acquiring new business. The current team are well established with an impressive market share, they are also are very welcoming and diverse.

Requirements:

  • Minimum of 10 years progressive experience in managing relationships with high-net-worth client portfolios
  • University Degree or equivalent in related experience.
  • Further financial professional qualification (eg. TEP, CFA, CFP) preferred.
  • Strong understanding of banking products particularly cash and asset management, investments, deposits, trust and custody services, estate planning and credit
  • Strong sales and service orientation with proven negotiation and business development skills
  • Ability to identify client needs, propose financial services solutions, and experience preparing financial plans
  • Proven experience being able to manage employees

What can they offer you?

  • Base and bonus model - it is important to the firm to fairly reward their private bankers and also ensure that what is right for the client is at the core of the business, not what offers the highest commission
  • Work with a well established firm with a highly impressive market share
  • Join a high performing and welcoming team
  • Work / life balance
  • Great benefits on top of the salary package
  • Work in one of the world's most stunning and affluent countries
  • High salaries and low tax

If this sounds like the role for you, please apply now.