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Senior Private Banker – Ultra‑High‑Net‑Worth Clients

Delta Executive Search · Monaco

Senior 🇬🇧 English

Description du poste

About the role

The position is a client‑facing senior private banking role based in Monaco, dedicated to serving ultra‑high‑net‑worth individuals and families. You will leverage a global investment platform to deliver bespoke wealth management solutions and grow the bank’s presence among international offshore clients.

Key responsibilities

  • Manage and expand a portfolio of HNW/UHNW clients, acting as their trusted advisor on all financial matters.
  • Originate new client relationships and bring in additional assets under management.
  • Provide access to an open‑architecture investment platform, ensuring product selection aligns with client needs rather than internal bias.
  • Conduct regular portfolio reviews, adjusting strategies to market conditions and client objectives.
  • Identify cross‑selling opportunities and increase wallet share across the bank’s product suite.
  • Coordinate with internal teams to ensure seamless delivery of tailored solutions.

Required profile

  • Proven track record as a senior private banker or relationship manager with full revenue ownership of UHNW portfolios.
  • Entrepreneurial mindset and ability to operate in a client‑driven, revenue‑focused environment.
  • Established, portable client book and strong network of UHNW contacts.
  • Deep understanding of complex, multi‑jurisdictional wealth structures, tax and regulatory considerations.
  • Fluency in English; additional languages are a plus.

Required skills

  • Strong relationship management and business development capabilities.
  • Comprehensive knowledge of a broad spectrum of investment products.
  • Ability to navigate multi‑jurisdictional tax and regulatory frameworks.

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