Junior Private Banker - Haleiwa, HI, United States - Orion Innovations

Orion Innovations

Verified Company

Haleiwa, HI, United States

2 days ago

Posted by:

James Miller

beBee Recruiter

Freelance

Description

At PRIME HR Agency, our recruitment processes are carried out with the utmost dedication and professionalism, in line with our high quality standards.

We are currently seeking a Senior Private Banker (m/f/d) for our partner, a subsidiary of a Swiss bank with a long tradition, in a permanent position.

Established a decade ago, the subsidiary was created to provide individual and objective support to sophisticated wealthy clients in Germany, based on the traditional Swiss banking approach.

Their services include asset management, investment advice, and cross-border investments, with a focus on modern and personalized wealth management. The company prides itself on its close customer relationships and trustworthy partnerships.

This also forms the basis of our company culture, from which you as an employee can benefit.

Simple & non-binding:

Simply send us your CV and we will contact you by phone to provide further details. There is no need to manually enter your work experience, as this can be skipped in the application form.

Responsibilities:

Supporting senior advisors in providing comprehensive advice and acquiring sophisticated private clients and institutional investors
Maintaining relationships with assigned clients in the highend private client segment
Acquiring new clients and supporting the bank's sales activities
Conducting comprehensive, goaloriented, and resultdriven client meetings
Identifying customer needs and implementing them into concrete solutions
Developing investment strategies for clients, taking into account their medium and longterm needs and risk tolerance, while adhering to all relevant MIFID requirements