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The Private Banker's role is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) clients within the French market. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM or USD 100,000+ Client Net Revenue.
Job Responsibility:
Build client relationships
demonstrate an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
set challenging goals, regularly monitor progress and make adjustments to achieve objectives
help team members to acquire the experience necessary to establish credibility with clients and intermediaries
develop strong relationships and partner with support functions across the Private Bank to maintain control, find solutions and resolve issues
understand and communicate the risk involved with various investment strategies.
Requirements:
Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the French market
demonstrated track record in relationship acquisition
proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
extensive experience in selling new products, based on client needs
experience in working on teams and influencing diverse resources and stakeholders
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