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Senior Private Banker
Il y a 57 minutes
Company Description
You have an entrepreneurial spirit and good connections with Entrepreneurs or wealthy families? Join Mirabaud
It is the perfect combination of a long-term vision, crafted during more than 200 years, 7 generations and the entrepreneurial culture that is still necessary to find solutions for our clients.
At Mirabaud, everyone can have an impact
With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one's career across an international network of 16 offices.
Job Description
- Proactively create a portfolio of self-acquired High Net Worth Clients based in Poland;
- Monitor your pipeline according to the objectives (individual & team);
- Create and build a trust-based relationship with the clients through regular and personalized contacts;
- Proactively promote the Bank's wealth management services and tailor-made investment solutions to clients;
- Develop and lead a network of professional and personal contacts, in particular with family offices and other B2B institutional partners;
- Respond to all client needs in a timely and professional manner. Ascertain and assess the client's financial situation and overall objectives with the support of the Local Head of Wealth Management;
- Provide general wealth management services to the clients, namely by formulating integrated solutions (in close relationship with the specialist department such as legal, tax, financial, etc.) based on the client's objectives. Manage client assets in accordance with the investment guidelines and in coordination with the "Investment" department.
Qualifications
- University degree in Finance, Wealth management or Wealth planning;
- Strong network within your market(s);
- Deep knowledge of private banking products and services;
- Very good interpersonal skills, expert in creating relationship with prospects with a proven track record; persistent and persuasive;
- Passionate about client service, ability to match client needs with appropriate tailor-made solutions;
- Familiar with the legal & regulatory environment;
- Fluent in English and Polish. Another language (French) in a plus.
Additional Information
Step into the action
- Dynamic environment;
- Direct impact on the business, no matter your position or seniority;
- Work in an environment that encourages autonomy and entrepreneurship;
- Inclusion and equal treatment;
- Various employee benefits
- Impatriate Tax Regime (when applicable).
