Senior Private Banker Executive
3 days ago
PineSearch Consulting Seeks Experienced Private Banker
We are seeking a seasoned private banker to join our team at PineSearch Consulting. This role offers the opportunity to work with high net worth individuals and families, providing tailored financial solutions and exceptional service.
About the Role:
- Develop and maintain relationships with clients, identifying opportunities for additional services and products.
- Conduct regular reviews and assessments to create comprehensive financial plans for clients.
- Stay up-to-date on market trends and provide valuable insights to clients.
- Grow the business by developing strategies to acquire new clients.
- Maintain compliance with regulatory policies and procedures.
- Provide outstanding client service, resolving any issues or concerns in a timely and professional manner.
Requirements:
- At least 10 years of experience in banking, with a focus on private banking and the UHNW market.
- Demonstrated track record in relationship management and a strong understanding of client needs and sensitivities.
- Familiarity with local regulatory policies and guidelines, as well as appropriate qualifications and licenses.
Salary Range:
The estimated salary for this role is between $150,000 and $250,000 per annum, depending on experience and location.
Why Work with Us?
PineSearch Consulting offers a dynamic and supportive work environment, with opportunities for professional growth and development.
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