Senior Private Banker - Montpelier, VT, United States - Neptune Enterprises

Neptune Enterprises
Neptune Enterprises
Verified Company
Montpelier, VT, United States

3 weeks ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description

At PRIME HR Agency, our recruitment processes are carried out with the highest level of commitment and professionalism, in line with our brand's 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.


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

Their services include asset management, investment management, and cross-border investments, with the goal of modern and personalized wealth management. The company prides itself on its close customer relationships and trusted partnerships.

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


Simple & non-binding:

Simply send us your CV and we will contact you by phone to provide further details. You do not need to manually enter your work experience, as this can be skipped in the application form.


Responsibilities:

  • Actively expand an existing client base and build your own client book, as well as the asset management business
  • Provide comprehensive advice and acquire demanding private clients and institutional investors
  • Maintain relationships with highend private clients
  • Acquire new clients and actively implement sales activities for the bank
  • Conduct comprehensive, goaloriented, and resultdriven client meetings
  • Identify customer needs and provide concrete solutions
  • Develop tailored investment strategies, taking into account medium and longterm customer needs and risk tolerance, while adher
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