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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, permanent role 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: This role is based in Gibraltar, so relocation is required.
The predicted salary is between 48000 - 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.
Key Requirements:
- 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, permanent basis)
✨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 exceptional service.
✨Tip Number 3
Showcase your existing network and client relationships during interviews. Highlighting your ability to leverage these connections for business development will set you apart from other candidates and demonstrate your value to the team.
✨Tip Number 4
Stay updated on regulatory changes and compliance requirements in the private banking sector. Being knowledgeable about these aspects will not only boost your confidence but also show potential employers that you are proactive and detail-oriented.
We think you need these skills to ace Private Banker / Client Relationship Manager (this position is based in Gibraltar on a full-time, permanent basis)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private banking and wealth management. Emphasise any existing client relationships and relevant certifications that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your ability to manage client relationships and your approach to business development, as these are key responsibilities for the position.
Highlight Relevant Skills: In your application, focus on your interpersonal and communication skills, as well as your knowledge of financial markets. Provide specific examples of how you've successfully onboarded clients or developed new business opportunities.
Show Willingness to Relocate: Since the position is based in Gibraltar, clearly state your willingness to relocate in your application. This shows your commitment and readiness to take on the role without hesitation.
How to prepare for a job interview at Qudos Recruitment
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing client relationships. Highlight specific examples where you've successfully onboarded clients and maintained high service standards, as this is crucial for the role.
✨Demonstrate Business Development Acumen
Think of strategies you've used in the past to acquire new clients. Be ready to share your approach to networking and how you leverage referrals, as this will show your proactive attitude towards business development.
✨Highlight Your Wealth Management Knowledge
Familiarise yourself with various wealth management services and investment products. Be prepared to discuss how you tailor solutions to meet client needs, as this demonstrates your expertise in the field.
✨Emphasise Compliance Awareness
Understand the importance of regulatory compliance in private banking. Be ready to explain how you ensure adherence to compliance and risk policies in your previous roles, showcasing your attention to detail.
