Client Manager/Private Banker Lisboa

Client Manager/Private Banker
Lisboa
Lisboa, Lisboa, Portugal

We are hiring!

We are hiring an experienced Client Manager/Private Banker, responsible for managing and growing a portfolio of
-
- worth individuals (HNWI) by providing tailored financial solutions. This role involves wealth management, investment advisory, and financial planning services to help clients achieve their financial goals. The Client Manager/Private Banker also ensures exceptional client service while maintaining regulatory compliance and risk management standards, that will play a critical role in driving the growth of our business.

Key responsibilities:

• Develop and maintain
  - term relationships with HNWI clients.
• Serve as the primary point of contact for clients, offering personalized financial solutions.
• Understand clients’ financial needs, goals, and risk tolerance to provide strategic advice.
• Provide expert advice on investment portfolios, financial planning, and wealth structuring.
• Offer solutions across various asset classes.
• Collaborate with internal specialists (e. G. , tax advisors, legal experts) to deliver holistic wealth management solutions.
• Ensure adherence to regulatory requirements and internal policies.
• Monitor client portfolios for risk exposure and proactively manage potential financial risks.
• Participate in training and development programs to stay updated on industry best practices.

Qualifications

• Bachelor’s degree in finance, Economics, Business Administration, or a related field;
  
  a master’s degree or MBA is a plus.
• Minimum 5 years of experience in private banking, wealth management, or investment advisory.

Skills

• Excellent communication and interpersonal skills.
• Strong negotiation and presentation skills.
• Ability to build and maintain
  - term relationships with clients.
• Proficient in CRM software and Microsoft Office Suite.
• Strong analytical and
  - solving abilities.
• Self-motivated,
  - oriented, and able to work independently and as part of a team.
• Fluency in English Language