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Hoffer & Associates Switzerland AG

Posted on August 2, 2018

1 - 2 years Dubai - United Arab Emirates

Any Nationality

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Job Description

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Job Description
As a Private Banker, you will be identifying, planning and developing new private banking relationships. This will involve presenting to clients as a representative of the bank and an investment professional, to a variety of audiences. You will also be achieving personal and team goals for new assets, clients and revenues.
Our client:
Their Private Banking department offers bespoke banking and investment solutions to high net-worth individuals across the globe. It provides a comprehensive range of investment advice across all asset classes, wealth structures and banking services. It operates in onshore and offshore markets and is organised around market-focused teams.
As a Private Banker, your main responsibilities will involve:
Working on your own volition to achieve personal objectives and assist in achieving team targets for: new clients/ assets/ revenues
Becoming a go to person within the team and key contact for banking products, credit advice and client queries
Being the key interface between the client and other parts of the group, including but not limited to Wealth Advisory, Discretionary Portfolio Management and the Investment Advisory teams
Discussing markets, their issues and opportunities with clients
Utilising the banker toolset and systems platforms and challenge current standards to continuously improve quality.
As a Private Banker, your skills and qualifications will include:
Having strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
Being effective in gaining an in-depth understanding of client s needs and advising on a diverse range of wealth management solutions
Delivering high quality bespoke advice, maximising value for our clients and negotiate the best commercial outcome
Having experience in controlling and monitoring of risk within a client book
Having excellent market exposure and multi-disciplined private banking expertise and excellent business development/cold calling skills

Banking / Financial Services / Broking

Finance / Treasury


Wealth Management Portfolio Management Monitoring Cold Calling Investment Advisory Banking Products Quality Improvement Representative Relationship Management

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