Private Banker - UHNW (m|f|x) Monaco

The purpose of the role is to establish and nurture profitable partnerships with both corporate and individual clients. It serves as the bridge between the bank’s offerings and clients’ needs, ensuring mutual benefit and long-term success.

Tasks

• Management of client relationships to identify the client’s financial goals, challenges, and risk tolerance in order to support the analysis of data obtained from various sources—including the investment portfolio and cash flow—to identify trends, insights, areas for improvement, and additional services to support the client’s needs.
• Research and understanding of the client’s industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Designing customized solutions that address the client’s specific needs and objectives, incorporating a range of products and services from the bank’s portfolio.
• Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that are beneficial to both the client and the bank.
• Providing guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies, and updates on market trends to ensure a positive and ongoing relationship.
• Assessing financial, legal, and operational risks associated with client relationships and implementing measures to minimize potential losses.
• Documenting all client interactions, transactions, and agreements to ensure transparency and auditability, and effectively communicating findings to support product development, service offerings, and the bank’s overall strategy.
• Monitoring client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Profile / Your qualification / Your personality

• Advise key stakeholders, including functional leadership teams and senior management, on functional and cross-functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls related to your team’s work.
• Demonstrate a comprehensive understanding of the organization’s functions to contribute to achieving the business’s goals.
• Collaborate with other departments to ensure that support functions aligned with the business stay up to date with business activities and strategies.
• Create solutions based on sophisticated analytical thinking by comparing and selecting complex alternatives. In-depth analysis combined with interpretive thinking will be required to define problems and develop innovative solutions.
• Incorporate the findings of extensive research into problem-solving processes.
• Seek out, build, and maintain trusting relationships and partnerships with internal and external stakeholders to accomplish key business objectives, using influencing and negotiating skills to achieve results.

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Location

Avenue de la Costa 31, MC 98000 Monaco