High Net Worth Client Strategist
7 days ago
As a key member of our team, you will be responsible for cultivating and managing a portfolio of high-net-worth clients. Your expertise in delivering bespoke banking and wealth solutions will enable you to establish deep, trusted relationships with these clients.
">Key Responsibilities- Identify and pursue new business opportunities through proactive relationship building and networking.
- Develop and execute strategies to grow existing client relationships and increase revenue streams.
- Collaborate with the Global Investment Services team to provide world-class investment advice and guidance.
Requirements
- A strong track record of successful client acquisitions and relationship management.
- Proven ability to build trust and rapport with high-net-worth individuals and their families.
- Confidence in developing and delivering tailored banking and wealth solutions that meet individual client needs.
Why Join Us
We offer a dynamic work environment that values flexibility, innovation, and collaboration. Our employees enjoy special offers on banking products and discounts from top brands.
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