Senior Banker, Wealth Management, Eastern Mediterranean Coverage, Global Private Bank, Monaco

Mandate Status: 
Active
Mandate Code: 
EBM001/3/11
- Personal connectivity with family offices and U/HNW entrepreneurs and beneficial owners is mandatory
- Strong content knowledge around structured lending, specialty financing, loans against local stock, among others, would be advantageous
- Key market targets: Latin America, Western Europe, Israel, Russia & CEE, Sub Saharan Africa, Middle East

Requirements: 

  • Our client is considering candidates with 7+ years of experience within an investment banking financing team, a fund sales position or an equity/global markets platform
  • Additional candidates who have obtained significant UHNW penetration through another relationship focused role within an investment bank or buy-side institutions will be considered
  • Candidates must show high level connectivity with UHNWIs and/or family offices and have a demonstrable track record of originating business from such individuals/family offices
  • A clear desire and hunger to strengthen client relationships, establish additional connections and succeed in expanding the bank’s existing U/HNW interactions
  • A comfort level with the concept of originating assets from an existing client base who have not previously been serviced in such a manner is key

Responsibilities: 

  • Primary responsibility is origination of net new assets for the Wealth Management platform from a regional client base brought in by the candidate as well as maintaining an existing book of relationships
  • A secondary focus is the origination of investment banking type transactions, executed either within the investment bank or the private bank depending upon the size of the trade
  • Acquisition of U/HNWI clients, sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products
  • Generate bespoke investment solutions and advise U/HNWI clients
  • Effectively collaborate with senior members of the Private Banking department to fully utilise key relationships and build new client base through a Multi-Asset Strategy based approach to investment management
  • Closely cooperate with compliance division and ensure that all processes and standards are met and accurate
  • Keep up-to-date knowledge of economic/market trends and be able to identify the key change triggers
  • Maintain a strong relationship with clients to ensure service satisfaction and meet on going requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries

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