Develop and manage the relationship of a portfolio of clients (100 - 150) with minimum asset and revenue targets per IPB guidelines. Presently per client; Assets USD 1,000K and/or above and Revenues USD 10,000 per annum or above
Develop business from existing contracts and acquire new business
Assisting the Deputy Head of Private Banking (DHOPB) with the preparation and implemenation of the Business Plan and strategies connected therewith
Working closely with associated departments of the Bank (locally and internationaly) to achieve the above.
Essentials:
Minimum 6 years relevant Private Banking and/or Investment experience
Investment qualifications - minimum Registered Representative
An in depth knowledge of investment markets
Ability to initiate, maintain and expand relationships with (very) HNW Individuals on a "senior" level