Senior Banker, CEEMEA Coverage, Wealth & Investment Manager, London/Dubai

Mandate Status: 
Active
Mandate Code: 
PIL001/9/11
- An independent wealth and investment management firm is looking to strengthen their platform by hiring Senior Bankers with coverage and origination experience in Russia, CIS, CEE, Greece, Turkey, the Middle East and Africa
- Aim to hire an individual with high level connectivity to family offices, UHNW and HNW individuals
- Client operates an open architecture, partnering with private banks to provide a wider product offering

Requirements: 

  • Candidates with at least 8+ years of experience in private banking, or who has obtained significant client penetration through another relationship focused role within a financial service focused firm
  • Candidates must show connectivity with family offices and U/HNW individuals and have a demonstrable track record of originating business in this space
  • If considering a transfer from outside of a current private banking team, 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: 

  • Originate transaction and advisory services for the platform from a regional client base brought in by the candidate
  • Generate and sell advisory services and investment programs across asset classes, investment styles, themes and risk-adjusted return objectives
  • Advise on raising financing from liquid assets and bespoke structures, providing effective solutions to clients
  • Effectively collaborate with the team to fully utilise key relationships and build new client base through a Multi-Strategy based approach to investment management
  • Keep up-to-date knowledge of economic / market trends to provide innovative client services by combining asset management and wealth management capabilities
  • Maintain a strong relationship with clients to ensure service satisfaction and meet ongoing requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries

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