SENIOR PRIVATE BANKER IN / FOR PORTUGAL / (U)HNW / LISBON AND PORTO
Descrição da oferta de emprego
My clients are searching for the finest and brightest in the Portuguese market to sell services to HNWIS/UHNWIs.
This is the place for you if you are sure of your abilities to get new clients and expand your clientele base while seeking the next step in your professional development.
Responsibilities.
Proactively seeking out new HNWI and UHNWI customers in Portuguese and other UHNW markets.
Preserving and retaining the current HNWI and UHNWI network.
The capacity to establish rapport with clients through excellent communication abilities.
Providing advice to both existing and new clients on all aspects of their financial needs.
Tracking financial market trends and developments in the area of global wealth management.
Your Profile.
Already employed by a bank, multi-family office, or other financial organisation and eager to join a reputable Swiss Bank.
Banks won’t supply a portfolio; they’ll expect you to provide your own book.
Successful track record in advising and looking after private clients in the Portuguese market.
Very good knowledge of products, services, global compliance aspects and financial markets\s.
Entrepreneurial spirit and solutions oriented.
Qualifications.
Fluent in English, Portuguese and any other languages that are highly beneficial.
Strong client and results oriented.
Must be based or willing to relocate to Portugal.
Motivated to be part of a team.
If you are passionate, motivated and ambitious this is the role for you.
APPLY NOW!
Detalhes da oferta
- Cooper White Group
- Indeterminado
- 21/09/2023
- 28/05/2024
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