Experienced Private Banker (M/F)

missions

As part of our ongoing development, we are looking for wealth management bankers to join CFM Indosuez Wealth Management at a site in the provinces or offshore (UK, Europe, LATAM, Middle East, etc.). Private bankers manage, advise, and develop the assets of wealthy clients (individuals, entrepreneurs) by offering investment solutions and acting as advisors on wealth and tax management. Main responsibilities:

• Business development: Acquiring, developing, and retaining customers in compliance with applicable regulations
• Wealth and financial management: Development of investment strategies (management mandates, wealth management advice, etc.)
• Wealth transfer: Supporting clients in their wealth transfer projects by applying ethical rules
• Wealth management: Management and monitoring of wealth assets
• Client relationship management: Provide personalized and regular follow-up, in collaboration with internal experts (product specialists, investment advisory, legal, tax).
• Compliance: Ensuring compliance with regulatory rules and regulations (KYC, anti-money laundering, etc.)

Profile Recherché

Education/Specialization: Business school, engineering school Minimum experience level: 3-5 years Experience: 4-6 years in your current position, with a history of successful customer management. Required skills:

• A portfolio consisting of UM exceeding EUR 100 million, and exclusively UHNI and HNWI clients (no corporate, institutional, or real estate clients)
• Knowledge and expertise in financial markets, products, regulations, and cross-cutting issues.
• If you currently manage a team of private bankers, there is an opportunity to join your team's European network.

Computer tools: Office Suite Languages: Fluent English

Additional Information

Type of contract: Permanent contract Geographic area: Europe, Monaco