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Senior Private Banker
3 months ago
Senior Private Banker with over 6 years of experience covering Global clients for Investments in Financial Assets such as Fixed Income Bonds, Equities and Structured products.
The ideal candidate should demonstrate expertise in advising portfolios of High-Net-Worth individuals (HNWI) and a proven ability to develop new business relationships in the private banking sector.
Have an existing transferrable book of GBP 25 million minimum and generate up to GBP 500k of annual net new revenue.
Qualifications:
Minimum Post Graduate degree level qualification is required. Master's degree in Finance, Business or Economics preferable.
Minimum of 6 years of proven success in Private Banking experience
Should understand capital markets and their use in Investment Advisory and a technical skill set focused on comprehensive Wealth management.
Strong knowledge of the FCA and UK regulations and guidelines surrounding Investment advisory and management.
Strong communication skills and ability to present complex information clearly.
Level 4 certified financial advisor.
Self-starter and self-driven.
About Sun Global
Sun Global Investments Limited, headquartered in London with an affiliate office in Dubai, has been a pioneering force in the financial sector since its establishment in 2008.
Authorised and regulated by the FCA in the UK, the firm leverages its deep understanding of emerging markets to provide tailored financial solutions to its client base.
With a focus on client-centricity, Sun Global Investments excels in its Investment Advisory, Securities Trading, and Corporate Finance businesses, each of which have a close nexus to emerging markets.
The firms unique expertise allows it to bridge the gap between the demand for capital from emerging market issuers / borrowers and the supply from western market-based investor pockets, thereby fostering economic convergence.