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

4 semanas atrás


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



  • 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...

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