Portuguese Private Banker

2 semanas atrás


Lisboa, Lisboa, Portugal Cooper White Group Tempo inteiro

We want to get in touch with experienced Private Bankers with experience in the Portuguese/International HNW/UHNW market and are looking to work with a well reputed Swiss bank.

My clients are looking to add the best and brightest in selling services to HNWIS/UHNWIs in Spanish Market.

If you are confident in your ability to hunt new clients/your current client book and are looking to for the next step in developing your career this is the place for you.


Responsibilities:

Hunting new HNWI and UHNWI clients in Portuguese and global UHNW Markets.
Maintaining and retaining existing HNWI and UHNWI network.
Excellent communication skills and ability to build rapport with clients.
Advising both existing as well as new clients on all aspects of their financial needs.
Monitoring the financial markets and the trends in the field of international wealth management.

Your Profile:


Currently working in a bank, a multi-family office or a financial institute, and interested in joining a high-quality Swiss Bank.

Successful track record in advising and looking after private clients in the UK market.
Very good knowledge of products, services, global compliance aspects and financial markets.
Entrepreneurial spirit and solutions oriented.
Banks will not provide a portfolio and they will expect you to bring your own book.

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 Porto/Lisbon.
Motivated to be part of a team.

If you are you are passionate, motivated, and ambitious this is the role for you. APPLY NOW
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