Asesor Financiero

We are leaders in the provision of search solutions for the private banking and wealth management markets.
With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Hays can offer tailored search solutions in a changing industry. We are currently working with a Top player private bank in Madrid that are looking for senior bankers covering U/HNWI.

Key Responsibilities / Tasks:

  • The main responsibility is to develop a portfolio of clients from your current network and develop new clients with new assets.
  • Maintain and further build a portfolio of U/HNWI clients.
  • Utilising an open architecture platform to offer solutions to your clients resulting in strong revenue generation.
  • Strong knowledge of risk management, compliance, AML and regulatory procedures
  • Role reports directly to the Head of Private Banking

Key Qualifications / Experience:

  • Ideally have a least 15 years’ experience as a private banker in a similar European private bank or reputable wealth management firm.
  • Have an existing network of U/HNWI private clients in the Spanish market.
  • Track record of developing Net New Money (NNM) and New To Bank (NTB) client assets.
  • Strong interpersonal and team-building skills as well as an entrepreneurial spirit to ensure a smooth transition from one institution to another
  • To be located in Madrid
#1069879
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Overzicht

Contractvorm
Permanent
Branche
Banca y Servicios Financieros
Locatie
Madrid
Vakgebied
Banca
Salaris
Según valía del candidato
Referentie:
1069879