As a Private Banker your responsibilities are :
- Manage relationships with a portfolio of clients
- Identify client needs and provide suitable financial solutions
- Work closely with team members to provide comprehensive service
- Maintain a high level of product and service knowledge
- Ensure compliance with all regulatory and legal requirements
- Resolve customer complaints and inquiries in a timely and effective manner
- Provide regular updates to clients on the status of their financial portfolios
- Participate in regular team meetings and training sessions
A successful Private Banker should have :
A degree in Business, Finance, or a related fieldMust be fluent in English and Italian and / or Spanish and / or PortugueseProven experience in a relationship management role within the financial services industryStrong knowledge of financial products and servicesExcellent interpersonal and communication skillsAbility to work as part of a team and independentlyHigh level of customer service orientationMeet your personal goals during your active career and for the future.
Our customer offers you :
An attractive salary package based on your experienceComprehensive health and life insuranceA complementary pension plan34,5 holiday leave according to banking conventionOpportunity for home-workingIf this sounds like a role you would thrive in, we encourage you to apply. It's an opportunity to be part of a professional and customer-focused team in a well-respected organisation in the financial services industry.
Our client is the Luxembourg-based subsidiary private banking group, a family-owned institution that serves as a strategic hub for the group's international private banking and asset management operations.
Known for its commitment to excellence and customer service, this organisation prides itself on its professional and customer-focused team.