Private Banking Executive
2 days ago
About the Opportunity
We are seeking a highly experienced Private Banking Executive to join our team at Amicorp Group. As a Private Banking Executive, you will be responsible for building relationships with high net worth individuals, identifying new business opportunities, and managing investment portfolios.
Main Responsibilities
- Client Relationships: Build and maintain relationships with high net worth individuals, identifying new business opportunities and converting leads into sales.
- Portfolio Management: Manage investment portfolios, including constructing and maintaining investment portfolios, and providing investment advice to clients.
- Market Analysis: Conduct market analysis to identify trends and opportunities, and develop and execute sales plans to capitalize on these opportunities.
- Team Collaboration: Work closely with the sales team to ensure seamless communication and collaboration.
Qualifications and Experience
- Sales Experience: 18+ years of sales experience in wealth structuring, private banking, institutional sales, or fund industry, with an existing demonstrable book of clients.
- Background in Investment Banking and/or Asset Management: Required to fulfill aspects of the role.
- VCC Experience: Prior experience managing VCCs, with exposure to financial products, hands-on experience managing/constructing an investment portfolio.
- Leadership Skills: Strong leadership, social & interpersonal skills, positive can-do attitude, creativity, and ability to adapt and work under pressure.
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