Building and managing a portfolio of ultra‑high net worth individuals (UHNWI) and high net worth individuals (HNWI) providing maximum personalized services.
Maintain and expand current and future client base, acquiring net new business via referrals, contacts, and marketing.
Proactively enhance Private Banking offerings (Group and/or Open Architecture) by initiating and supporting internal processes and workflows.
Maintain and develop a client base of HNWI and UHNWI, providing excellent service, and develop net new business for the group; obtain and maintain business via referrals and recommendations within the Group.
Manage specific projects end‑to‑end / 360°, including the liaison of other group colleagues.
Develop new business through own sources, existing professional connections, and introductions via the bank, with strong interpersonal skills and experience in generating new business and managing high‑pr...