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Cette offre a expire le 04/10/2026. Elle n'accepte plus de candidatures.
Senior Private Banker – Ultra‑High‑Net‑Worth Clients
Delta Executive Search · Monaco
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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