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For Companies At a Glance
- Tasks: Build and manage high-value investment relationships with HNW/UHNW clients in Bermuda.
- Company: Join a leading Private Banking team in the stunning Bermuda.
- Benefits: Enjoy a competitive salary, relocation assistance, and low tax rates.
- Why this job: Experience island life while advancing your career in a top offshore financial centre.
- Qualifications: 15+ years in Private Banking or Investment Advisory with strong relationship management skills.
- Other info: Embrace a dynamic role with excellent growth opportunities in a beautiful location.
The predicted salary is between 72000 - 108000 £ per year.
Overview
Are you a Senior-level Investment Specialist looking for a new challenge and adventure? We’re on the hunt for a talented professional to join our client’s expanding Private Banking team in Bermuda. Imagine enjoying the island life and gaining valuable international experience in a top-notch offshore financial center. Plus, you’ll earn a USD-pegged income with low tax (around 7%).
This is a strategic, senior-level role focused on growing revenue by building and managing high-value investment relationships with HNW/UHNW individuals and family offices both within Bermuda and internationally.
Responsibilities
- Initiating and building new investment relationships with HNW and UHNW individuals and family offices, within Bermuda and internationally
- Growing and expanding existing private banking client relationships
- Building and managing a high-quality sales pipeline through referrals, strategic partnerships, COIs, and targeted business development activities
- Driving net new revenue through proactive prospecting and cross-selling across the wealth management platform including investments, trusts, credit, and custody solutions
- Serving as the relationship lead for clients and prospects seeking investment solutions – providing clear guidance and ensuring an excellent client experience
- Delivering portfolio reviews, performance insights, market commentary, and rebalancing recommendations
- Involvement in product development and investment solution design based on client feedback, emerging needs, and opportunities
- As a senior ambassador, representing the organization at select events, forums, and conferences to showcase private client investment and private banking service offerings while reinforcing a client-centric, performance-driven culture
Qualifications
- 15+ years of progressive experience in Private Banking, Investment Advisory, or Institutional Wealth Management with a strong focus on AUM growth, relationship management, and sales
- Professional designation(s) such as CFA, CFP, CIM, or TEP combined with a Bachelor\’s degree in Finance, Economics or similar
- A proven track record of successfully managing and expanding a book of HNW/UHNW client relationships, closing investment deals and driving revenue growth
- In-depth knowledge of investment solutions, portfolio construction, credit structuring, trust and estate planning, and custody services
- Exceptional interpersonal, communication, and presentation skills; the ability to inspire trust and build long-term investment client relationships
- Strategic thinking with strong analytical and market insight capabilities; ability to deliver actionable advice to sophisticated investors
- Entrepreneurial, self-motivated, and client-focused with the ability to operate independently and collaborate within a high-performing team
Details
This is a full-time position based on-site in Bermuda. Due to the international move required, we are looking for candidates who are mobile, adaptable, and motivated to experience the idyllic living and working environment that Bermuda has to offer.
Bermuda is a low-tax jurisdiction with USD-pegged currency. Our client offers competitive compensation, relocation assistance, health insurance, pension program and more.
Job specifics
- Seniority level: Director
- Employment type: Full-time
- Job function: Finance and Business Development
- Industries: Investment Banking, Investment Management, and Banking
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Vice President, Private Client Investments - BERMUDA! employer: Squires Partners Inc.
Contact Detail:
Squires Partners Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Vice President, Private Client Investments - BERMUDA!
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream role in Bermuda.
✨Tip Number 2
Showcase your expertise! Create a strong online presence on platforms like LinkedIn. Share insights, articles, and engage with others in the investment community to position yourself as a thought leader.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to companies you’re interested in, express your enthusiasm, and ask about potential opportunities. You never know what might come up!
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and ace them. Plus, applying directly shows your commitment and interest in the role.
We think you need these skills to ace Vice President, Private Client Investments - BERMUDA!
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your 15+ years of experience in Private Banking or Investment Advisory. We want to see how you've successfully managed HNW/UHNW client relationships and driven revenue growth, so don’t hold back!
Tailor Your Application: Customise your CV and cover letter to reflect the specific skills and qualifications mentioned in the job description. We love seeing candidates who take the time to align their experience with what we’re looking for.
Be Personable: Your interpersonal and communication skills are key! Use your application to convey your ability to build trust and inspire confidence in clients. A friendly tone can go a long way in making a great first impression.
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 this exciting opportunity in Bermuda!
How to prepare for a job interview at Squires Partners Inc.
✨Know Your Numbers
As a Vice President in Private Client Investments, you’ll need to demonstrate your deep understanding of investment solutions and portfolio management. Brush up on key metrics, recent market trends, and your past successes in managing HNW/UHNW relationships. Be ready to discuss specific figures that showcase your impact.
✨Showcase Your Relationship Skills
This role is all about building and managing high-value relationships. Prepare examples of how you've successfully nurtured client relationships in the past. Think about times when you turned a prospect into a loyal client or expanded an existing relationship—these stories will resonate well.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions that assess your strategic thinking and problem-solving skills. Prepare to discuss how you would approach a new client relationship or handle a challenging investment situation. This will show your analytical capabilities and client-centric approach.
✨Embrace the Bermuda Lifestyle
Since this position is based in Bermuda, express your enthusiasm for the island life and what it means for your work-life balance. Share how you plan to adapt to the local culture and environment, as this shows your commitment to the role and the region.
