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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 beautiful Bermuda.
- Benefits: Competitive salary, relocation assistance, health insurance, and pension programme.
- Why this job: Experience life in Bermuda while driving revenue growth in a dynamic environment.
- Qualifications: 15+ years in Private Banking or Investment Advisory with strong sales skills.
- Other info: Opportunity for career advancement in a low-tax jurisdiction.
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. 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. A strong understanding of the global wealth management industry, investment strategies, and exceptional sales abilities are crucial.
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, relevant work permit application, relocation assistance, health insurance, pension program and more.
Does this sound like something for you? Please apply and/or contact Jason Squires directly for a casual and confidential discussion.
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
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 to inspire trust and build long-term investment client relationships
- Strategic thinking with strong analytical and market insight capabilities 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
Location: Bermuda (on-site). Employment type: Full-time. On relocation, the client offers relocation assistance and work permit support.
Seniority level
- Director
Employment type
- Full-time
Job function
- Finance and Business Development
Industries
- Investment Banking
- Investment Management
- Banking
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VP, Private Banking Investment Specialist - BERMUDA! employer: Squires Partners Inc.
Contact Detail:
Squires Partners Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land VP, Private Banking Investment Specialist - BERMUDA!
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with someone from the company, make sure to highlight your experience and knowledge in private banking and investment strategies. Share insights and demonstrate how you can add value to their team.
✨Be Ready for the Interview
Prepare for interviews by researching the company and its culture. Think about how your skills align with their needs, especially in managing HNW/UHNW relationships. Practice common interview questions and have your success stories ready to share.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about the opportunity and keen to join the team in Bermuda!
We think you need these skills to ace VP, Private Banking Investment Specialist - BERMUDA!
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in private banking and investment management. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role in Bermuda. Share your passion for building client relationships and how you can drive revenue growth.
Showcase Your Expertise: Don’t forget to highlight any professional designations like CFA or CFP that you hold. We’re looking for someone with a strong understanding of investment strategies, so make sure we see that in your application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team in Bermuda!
How to prepare for a job interview at Squires Partners Inc.
✨Know Your Stuff
Make sure you have a solid understanding of the global wealth management industry and investment strategies. Brush up on recent market trends and be ready to discuss how they impact HNW/UHNW clients. This will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Relationships
Prepare to talk about your experience in building and managing high-value investment relationships. Have specific examples ready that highlight your success in expanding client portfolios and driving revenue growth. This is crucial for demonstrating your fit for a senior-level role.
✨Be Ready to Sell Yourself
As this role involves significant sales responsibilities, practice articulating your unique selling points. Think about what makes you stand out as an Investment Specialist and how your skills can benefit the company. Confidence is key!
✨Embrace the Bermuda Lifestyle
Since this position is based in Bermuda, express your enthusiasm for relocating and adapting to a new environment. Share any experiences you've had with international moves or working in diverse cultures. This will show your motivation and readiness for the adventure ahead.
