Senior Relationship Manager, Portugal Coverage, Wealth Management, Bulge Bracket Bank, Lisbon

Mandate Status: 
Active
Mandate Code: 
CIZ027/9/11
- Global bank with a sizeable wealth management platform is looking to strengthen their Portuguese Private Banking business by hiring a Senior Relationship Manager with UHNW/HNW connectivity gained through servicing clients in wealth creation scenarios outside of classic private banking products. There is particular interest towards candidate with Leveraged Finance, Corporate Banking or Domestic Sales Trading experience

Requirements: 

  • Candidates with at least 8+ years of experience in financial services, who have obtained significant client penetration through a role in leveraged finance, corporate banking or domestic sales-trading
  • Demonstrates an in-depth understanding of clients’ businesses and sources of wealth generation
  • Extensive experience in working with and/or leading client teams and transactions
  • Demonstrated track record in relationship acquisition and selling new products
  • Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Applies an in-depth level of knowledge in several key investment and financing products
  • Keeps abreast of financial industry developments and current global market conditions
  • Fluency in English and Portuguese is required

Responsibilities: 

  • Builds relationships with client families that cross generations to establish long-term connections to the firm
  • Effectively manages client expectations regarding what can and cannot be executed on their behalf
  • Serves as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
  • Maintains a comprehensive understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
  • Uncovers needs that are not articulated or clearly expressed by the client
  • Brings together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm
  • Helps clients achieve broad financial and investment goals related to the creation, management, and transfer of wealth
  • Develops tailored solutions that address clients' unique investment, risk management, and financing/liquidity need
  • Sets challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Plans and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
  • Transfers or eliminate non-productive accounts in order to focus on clients who fit within the business strategy
  • Establishes a referral network and gain introductions to potential clients which generate new sales
  • Closes the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank

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