Private Banking

2 weeks ago


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.
Minimum of 10 years progressive experience in managing relationships with high-net-worth client portfolios
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
Ability to identify client needs, propose financial services solutions, and experience preparing financial plans
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 / life balance
High salaries and low tax



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