Maintain and develop a client base of HNWI and UHNWI, providing excellent service to generate net new business for the group and retain business through referrals and recommendations within the Group.
Manage specific projects end‑to‑end (360°), including coordinating with other group colleagues.
Develop new business through personal sources, existing professional connections, and introductions via the bank, leveraging strong interpersonal skills to generate new business and manage high‑profile client relationships.
Promote the three main businesses of Private Banking, marketing, and business development to clients for both offshore (Switzerland) and onshore (UAE).
Solicit business primarily, but not limited to, the disciplines of Private Banking’s trilogy—Banking, Fiduciary (wealth protection such as trusts, foundations, offshore companies), and Portfolio Management (execution only, advisory, and discretionary). ...
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