Hunter Private Banker, Latin America U/HNW, Global Private Bank, Lisbon

2 semanas atrás

Lisboa, Lisboa, Portugal Delta Executive Search Tempo inteiro

We are working with a leading global private bank who are seeking an experienced Senior Private Banker in Lisbon to focus on covering Latin America

This role is focused on building a portfolio of ultra-high-net-worth (UHNWI) and high-net-worth (HNWI) clients. The successful candidate will leverage a comprehensive suite of private banking and wealth management products

Key Responsibilities:

  • Develop and manage a portfolio of UHNWI/HNWI clients ensuring tailored wealth management solutions that meet their financial goals

  • Identify and cultivate new client relationships, demonstrating expertise in client acquisition and relationship building

  • Provide personalised strategies, leveraging the bank's full suite of products and services

Qualifications
:

  • Minimum of 8 years of experience in private banking, wealth management, or a related field, with a proven track record of managing UHNWI/HNWI clients

  • Demonstrated success in client acquisition and portfolio growth within Latin America

  • Candidates should have an existing transferable portfolio of clients across Latin America

  • Strong understanding of financial products and services

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