The role serves as a bridge between the bank's offerings and clients' needs to establish profitable partnerships with ultra-high-net-worth individuals
Job Summary
The role serves as a bridge between the bank's offerings and clients' needs to establish profitable partnerships with ultra-high-net-worth individuals.
You will be responsible for designing customised financial solutions, managing risk across sophisticated portfolios, and ensuring strict regulatory adherence.
Success in this position requires driving business growth through acquiring new high-net-worth relationships while leveraging deep market knowledge.
Matching Summary
The role serves as a bridge between the bank's offerings and clients' needs to establish profitable partnerships with ultra-high-net-worth individuals.
Skills & Requirements
Must-have
Ultra-high-net-worth client management
Investment portfolio analysis
Complex financial strategy design
Regulatory compliance adherence
Risk assessment and mitigation
Nice-to-have
Cross-border multi-asset solutions
Mentoring junior bankers
Building long-term client loyalty
New client acquisition success
Collaborative team fostering
Key Requirements
RDR Level 4 qualification including Securities and Derivatives
Proven track record advising ultra-high-net-worth clients
Experience structuring complex investment and lending solutions
Strong understanding of global markets and regulatory frameworks