SENIOR PRIVATE BANKER/VEMI
2013-02-07
Our client, bank focuses on providing financial, investment and consultancy services to selected clients, as well as private banking services, and due to current expansion we are seeking experienced Senior Private Banker
You will be responsible for:
•Lead new client acquisitions and retentions, applying client acquisition and retentions skills including prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
•Engage bank's resources to deliver a complete wealth management solution for the client
•Sell and implement investment, banking and trust/estate products to core clients, using investment, banking and trust concepts, including asset allocation on managed portfolios and brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and wealth planning opportunities
•Develop strategic, diversified investment plans and advise clients on holistic asset allocation and portfolio construction for strategic and tactical decisions Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for the most complex clients
•Manage each account to ensure that accounts are properly maintained, that clients are introduced to the appropriate product specialist and that their accounts are properly managed and supervised
•Perform portfolio management and construction, including using structured finance products, derivatives, hedge fund strategies, private equity and fixed income securities, global equities, and foreign currencies
•Build trust with clients and effectively manage relationships
•Ensure that the proposed products and services maximize clients' needs, goals and objectives
Required qualifications:
Bachelor's degree in Finance, Economics, Business Administration or related field.
•client acquisition and retentions skills including prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
•investment, banking and trust concepts, including asset allocation on managed portfolios and brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and wealth planning opportunities
•developing strategic, diversified investment plans and advising clients on holistic asset allocation and portfolio construction for strategic and tactical decisions
•Portfolio management and construction, structured finance products, derivatives, hedge fund strategies, private equity and real estate funds, fixed income securities, global equities, and foreign currencies.
In case of interest please send your CV to Miroslava Vetráková at vetrakova@hays.cz
