Senior Private Banker / Relationship Manager

We at Tech Aalto are supporting our client, a global bank bring on board an experienced Senior Private Bankers / Relationship Managers with established portfolios of Ultra High Net Worth (UHNW) clients, family offices, and high-value private clients. The ideal candidates will have a proven track record in relationship management within top-tier financial institutions and possess a strong network of clients.

This role is well-suited for professionals from leading private banks, including those who have taken a career break and are looking to re-enter the industry.

Key Responsibilities:

• Develop and manage long-term relationships with UHNW individuals, family offices, and high-value private clients.
• Provide personalized financial and investment advice tailored to client needs and objectives.
• Acquire and onboard new clients, leveraging an existing network and industry relationships.
• Advise clients on wealth planning, asset management, investment solutions, and risk mitigation strategies.
• Collaborate with internal teams including investment advisors, legal, compliance, and product specialists to provide holistic solutions.
• Ensure regulatory and compliance requirements are met while delivering exceptional client service.
• Maintain up-to-date knowledge of market trends, financial products, and wealth management strategies.

Candidate Requirements:

• Proven experience in private banking or relationship management within leading financial institutions.
• Established portfolio of UHNW clients, family offices, and high-net-worth individuals.
• Strong business development skills with a track record of client acquisition and revenue generation.
• Excellent interpersonal and negotiation skills with the ability to build strong relationships.
• Entrepreneurial mindset with a self-driven and results-oriented approach.
• Strong knowledge of wealth management products, financial markets, and investment strategies.
• Ability to work independently and thrive in a high-performance environment.

Preferred Experience:

• Background in larger financial institutions and global banks..
• Experience working in boutique private banks or smaller setups with strong client facing expertise and a network of clients.
• Knowledge of multi-asset class investments and alternative investment strategies.

We at Tech Aalto are supporting our client, a global bank bring on board an experienced Senior Private Bankers / Relationship Managers with established portfolios of Ultra High Net Worth (UHNW) clients, family offices, and high-value private clients. The ideal candidates will have a proven track record in relationship management within top-tier financial institutions and possess a strong network of clients.

This role is well-suited for professionals from leading private banks, including those who have taken a career break and are looking to re-enter the industry.

Key Responsibilities:

• Develop and manage long-term relationships with UHNW individuals, family offices, and high-value private clients.
• Provide personalized financial and investment advice tailored to client needs and objectives.
• Acquire and onboard new clients, leveraging an existing network and industry relationships.
• Advise clients on wealth planning, asset management, investment solutions, and risk mitigation strategies.
• Collaborate with internal teams including investment advisors, legal, compliance, and product specialists to provide holistic solutions.
• Ensure regulatory and compliance requirements are met while delivering exceptional client service.
• Maintain up-to-date knowledge of market trends, financial products, and wealth management strategies.

Candidate Requirements:

• Proven experience in private banking or relationship management within leading financial institutions.
• Established portfolio of UHNW clients, family offices, and high-net-worth individuals.
• Strong business development skills with a track record of client acquisition and revenue generation.
• Excellent interpersonal and negotiation skills with the ability to build strong relationships.
• Entrepreneurial mindset with a self-driven and results-oriented approach.
• Strong knowledge of wealth management products, financial markets, and investment strategies.
• Ability to work independently and thrive in a high-performance environment.

Preferred Experience:

• Background in larger financial institutions and global banks..
• Experience working in boutique private banks or smaller setups with strong client facing expertise and a network of clients.
• Knowledge of multi-asset class investments and alternative investment strategies.