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Private Bank Relationship Manager
2 months ago
Job Summary:
We are seeking an experienced Client Advisor/Team Expansion Specialist to join our team at Cooper White Group. As a key member of our team, you will be responsible for acquiring and maintaining new High Net Worth Individual (HNWI) and Ultra High Net Worth Individual (UHNWI) clients in the UK market.
Key Responsibilities:
- Develop and execute strategies to acquire new HNWI and UHNWI clients in the UK market
- Provide tailored financial advice to clients, leveraging your deep knowledge of the UK financial markets and financial products
- Build and maintain strong relationships with clients, ensuring their financial goals are met
- Collaborate with internal teams to drive business growth and expansion
Requirements:
- Deep understanding of the UK financial markets and financial products
- Proven track record of building and maintaining a portfolio of high net worth clients
- Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders
- Ability to work in a fast-paced environment and adapt to changing market conditions
What We Offer:
As a Client Advisor/Team Expansion Specialist at Cooper White Group, you will have the opportunity to work with a leading private bank, leveraging your expertise to drive business growth and expansion. You will be part of a collaborative and dynamic team, with access to industry-leading resources and training.
