Bulgarian Private Wealth Manager
7 days ago
Delta Executive Search is seeking an experienced Senior Private Banker to focus on covering high-net-worth (HNWI) and ultra-high-net-worth (UHNWI) individuals in Bulgaria.
The role involves developing and managing a diverse portfolio of clients, ensuring tailored wealth management solutions that meet their financial goals. The successful candidate will leverage a comprehensive suite of private banking and wealth management products, including lending, to deliver bespoke financial strategies aligned with client objectives.
Key Responsibilities:
- Develop and manage a diverse portfolio of HNWI/UHNWI clients, focusing on the Bulgarian market
- Cultivate new client relationships within the market, demonstrating expertise in client acquisition and relationship building
- Provide personalized strategies, leveraging the bank's products and services including lending
- Act as a subject matter expert on the Bulgarian market, ensuring deep cultural and financial knowledge to deliver exceptional client service
Qualifications:
- Minimum 8 years of experience in private banking, wealth management, or a related field, with a proven track record of managing HNWI/UHNWI clients
- Demonstrated success in client acquisition and portfolio growth within the Bulgarian market
- Candidates should have an existing transferable book of U/HNW clients in the Bulgarian market
- Strong understanding of financial products and services, including lending and wealth management solutions
Estimated Salary: €60,000 - €100,000 per year, depending on experience
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