Job Description

Description du poste

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As a Private Banker, you will be responsible for advising ultra-high net worth individuals or families on building, preservation, and management of their wealth. Utilizing your expertise in investments, financial planning, credit, and banking, you will provide comprehensive advice to current clients while also driving new clients acquisition.

Key Responsibilities

You will have the opportunity to support the below tasks, but not limited to:


Identify, originate, develop and maintain client relationships, especially with sizeable accounts with high visibility or complex needs. Maintain relationships with clients by earning trust, thoroughly understanding client needs, providing tailored financial advice, developing thoughtful solutions and delivering an exceptional client experience. Maintain communication with clients to assess needs and risk profiles. Prospect potential clients and promote the bank's produces and services through active business development. Prepare client account documentation, transaction documentation, general instructions and credit proposals. Ensure compliance with the Bank's policies as well as regulatory and legal requirements. Assume any other tasks as assigned.

Requirements

To be effective and successful in this position, you should have:-


Minimum 10 years of proven experience in Private Banking, specifically focusing on the ultra-high net worth market. Additional certification such as CACS is mandatory. Demonstrated track record in revenue generation and an existing portfolio of strong relationships with ultra-high net worth clients.

Customer-oriented, self-motivated and detail-oriented.


Proactive problem-solver who takes initiative and utilizes critical thinking


Strong organizational skills with a disciplined and methodical approach to business.
Dynamic and credible professional with exceptional presentation skills and communicates with clarity. Excellent communication and interpersonal skills, with fluency in English. Ability to thrive in a fast-paced and stressful environment. Extensive experience and in-depth knowledge of equity and fixed income markets, as well as alternative investments such as hedge funds, private equity and real estate Proficiency in English required, and French would be an advantage (Large potential clients are French speaking)

Criteres de candidature

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Niveau d'etude minimum
Bac + 3 / L3
Formation / Specialisation
Bachelor Degree in relevant studies


Niveau d'experience minimum
6 - 10 ans

Entreprise Indosuez Wealth Management

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Indosuez Wealth Management dispose d'un ancrage solide sur le continent asiatique. Ses racines remontent a plus d'un siecle a Singapour et a Hong Kong, alors que se creaient les implantations historiques de la Banque de l'Indochine. A partir de ces deux implantations, filiales de CA Indosuez (Switzerland) SA, pres de 220 experts conjuguent leur connaissance de l'environnement regional avec les vastes expertises et possibilites d'action du reseau mondial Indosuez Wealth Management et du groupe Credit Agricole. En agissant chaque jour dans l'interet de la societe, nous sommes un groupe engage en faveur des diversites et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.