Relationship Manager Private Banking UHNW - UK International market -100% (f/m/d)

Job description

Tasks

• Proactively develop and maintain a UHNW portfolio of clients with a focus on the UK international market
• Building and maintaining trust-based relationships with customers through regular and personal contact
• Respond to all customer inquiries in a timely and professional manner
• Determination and assessment of the client's financial situation and overall goals
• Providing general wealth management services to clients, in particular by formulating integrated solutions (legal, tax, financial, etc.) based on client objectives
• Management of client assets in accordance with the investment principles and in coordination with the "Advisory Solutions" and "Investment Management" departments
• Close monitoring of developments on the financial markets and adjustment of the investment strategy if necessary
• Introduction of banking products and services for clients through the provision of customized investment solutions
• Ensuring adherence to and compliance with regulatory procedures

Requirements

• Proven track record of winning new UHNW relationships through existing network in the UK international market
• At least 10 years' experience advising sophisticated UK clients, managing large books in a private banking financial institution
• Investment advisory skills and experience in local equities, bonds and extensive knowledge of derivative instruments; portfolio management expertise would be a plus
• Broad knowledge of global financial markets, the economy and current events
• Entrepreneurial mindset with a proactive approach to identifying and capitalizing on new business opportunities
• In-depth knowledge of the UK market, including the legal and regulatory framework
• Excellent communication and interpersonal skills as well as great negotiation skills
• Fluent in English (written and spoken)
• Recent experience of living and working in the UK would be an advantage, but at least connections in the UK market are essential

We offer