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For Companies At a Glance
- Tasks: Manage and grow relationships with ultra-high-net-worth Greek clients.
- Company: Leading Swiss bank with a strong reputation in wealth management.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Why this job: Join a prestigious institution and make a significant impact on clients' financial futures.
- Qualifications: Proven experience in private banking and fluency in Greek required.
- Other info: Dynamic work environment with a focus on client success and relationship building.
The predicted salary is between 72000 - 108000 £ per year.
Our client, a leading Swiss bank, is seeking a seasoned Private Banker to further strengthen its ultra-high-net-worth coverage across Greek nationals and diaspora clients. The ideal candidate will bring an active client base focused on Greek U/HNW individuals.
Key Requirements
- Demonstrated success in managing U/HNW portfolios within Private Banking or Wealth Management
- Demonstrated success in hunting U/HNW Greek speaking clients
- Deep relationships across the Greek diaspora and/or domestic U/HNW networks
- Fluency in Greek
- Strong understanding of international wealth structuring, succession planning, and investment management
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance
Industries: Banking and Financial Services
(Swiss Based) Senior Relationship Manager, U/HNW Greek Clients, Leading Financial Institution, [...] employer: Delta Executive Search
Contact Detail:
Delta Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land (Swiss Based) Senior Relationship Manager, U/HNW Greek Clients, Leading Financial Institution, [...]
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who have ties to Greek clients. We all know that personal recommendations can open doors, so don’t be shy about asking for introductions.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your experience with U/HNW portfolios and your understanding of wealth structuring. We want to see how you can bring value to their team.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to firms you’re interested in, even if they’re not advertising for a Senior Relationship Manager. We love seeing candidates take the initiative!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals who can connect with our U/HNW Greek clients, so make sure you put your best foot forward.
We think you need these skills to ace (Swiss Based) Senior Relationship Manager, U/HNW Greek Clients, Leading Financial Institution, [...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with U/HNW clients, especially within the Greek community. We want to see how your background aligns with the role, so don’t hold back on showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about working with Greek U/HNW clients and how your skills can benefit our team. Keep it engaging and personal – we love a good story!
Showcase Your Network: Since relationships are key in this role, make sure to mention any deep connections you have within the Greek diaspora or U/HNW networks. We’re looking for someone who can hit the ground running, so let us know how you can leverage your existing relationships.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Delta Executive Search
✨Know Your Client Base
Before the interview, make sure you research the specific needs and preferences of U/HNW Greek clients. Understand their cultural nuances and financial expectations. This will help you demonstrate your expertise and show that you’re genuinely interested in serving this demographic.
✨Showcase Your Network
Be prepared to discuss your existing relationships within the Greek diaspora and how they can benefit the bank. Highlight any successful client acquisitions or portfolio management experiences you've had with U/HNW individuals. This will illustrate your ability to bring value to the role.
✨Master Wealth Structuring Knowledge
Brush up on your knowledge of international wealth structuring and succession planning. Be ready to discuss strategies you’ve implemented in the past and how they’ve benefited your clients. This will showcase your expertise and reassure the interviewers of your capability.
✨Fluency is Key
Since fluency in Greek is a requirement, practice speaking about your professional experiences in Greek. This will not only boost your confidence but also demonstrate your commitment to connecting with clients in their native language during the interview.
