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- Tasks: Manage client relationships and develop new business in private banking.
- Company: Join a leading wealth management institution known for excellence and innovation.
- Benefits: Enjoy a full-time role in Gibraltar with opportunities for professional growth.
- Why this job: Be part of a trusted finance partner, making a real impact on clients' wealth.
- Qualifications: Experience in private banking and strong communication skills are essential.
- Other info: Candidates must be willing to relocate to Gibraltar.
The predicted salary is between 43200 - 72000 £ per year.
Please note that this position is based in Gibraltar on a full-time, permanent basis and the candidate is willing to relocate.
A leading wealth management and private banking institution is seeking an experienced Private Banker to join their team and build a portfolio of clients. They offer bespoke, multi-asset services to HNWIs, family offices, asset managers and corporate/institutional clients. Their commitment to excellence, personalized service and innovative solutions has established them as a trusted partner in the global finance community.
Key Responsibilities:- Client Relationship Management: Successfully onboard and manage clients, ensuring seamless integration into the banking ecosystem while maintaining exceptional service standards.
- Business Development: Identify, pursue, and acquire new private banking clients through strategic networking, referrals, and targeted outreach initiatives.
- Wealth Management Services: Provide comprehensive wealth management services tailored to client needs, collaborating with internal specialists to offer clients a broad spectrum of investment solutions.
- Regulatory Compliance & Risk Awareness: Ensure all client interactions and activities adhere strictly to regulatory requirements and the institution's compliance and risk policies.
- Experience in Private Banking/Wealth Management with a strong network and or book of existing clients.
- Finance-related certifications advantageous.
- Excellent interpersonal, communication and business development skills.
- Knowledge of financial markets and investment products.
- Ability to work in a dynamic environment with high attention to detail.
Contact Detail:
Qudos Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banker / Client Relationship Manager (this position is based in Gibraltar on a full-time,...
✨Tip Number 1
Network strategically within the finance community in Gibraltar. Attend local finance events, seminars, and workshops to meet potential clients and industry peers. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of high-net-worth individuals (HNWIs) in Gibraltar. Understanding the local market and cultural nuances will help you tailor your approach and demonstrate your commitment to providing personalised service.
✨Tip Number 3
Showcase your existing network and client relationships during interviews. Highlighting your ability to bring in new business through referrals and connections can set you apart from other candidates and demonstrate your value to the team.
✨Tip Number 4
Stay updated on the latest trends in wealth management and investment products. Being knowledgeable about current market conditions and innovative solutions will not only impress interviewers but also prepare you for the dynamic environment of private banking.
We think you need these skills to ace Private Banker / Client Relationship Manager (this position is based in Gibraltar on a full-time,...
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private banking and wealth management. Emphasise your client relationship management skills and any existing network you have, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private banking and your understanding of the industry. Mention specific examples of how you've successfully onboarded clients or developed business in previous roles.
Highlight Regulatory Knowledge: Since compliance is key in this role, ensure you mention any experience you have with regulatory requirements and risk management. This will demonstrate your ability to adhere to the institution's policies.
Showcase Communication Skills: In your application, provide examples of your excellent interpersonal and communication skills. This could be through past experiences where you effectively managed client relationships or collaborated with teams to deliver tailored solutions.
How to prepare for a job interview at Qudos Recruitment
✨Showcase Your Client Management Skills
As a Private Banker, your ability to manage client relationships is crucial. Prepare examples of how you've successfully onboarded and maintained client relationships in the past. Highlight any specific strategies you used to ensure exceptional service.
✨Demonstrate Business Development Acumen
This role requires a proactive approach to acquiring new clients. Be ready to discuss your experience with networking and outreach initiatives. Share specific instances where you've successfully identified and pursued new business opportunities.
✨Highlight Your Wealth Management Expertise
Familiarise yourself with the wealth management services offered by the institution. Be prepared to discuss how you would tailor these services to meet the unique needs of high-net-worth individuals and corporate clients.
✨Emphasise Compliance and Risk Awareness
Understanding regulatory compliance is key in this role. Brush up on relevant regulations and be ready to discuss how you ensure adherence to compliance and risk policies in your client interactions.
