Private Banker
- Full-time
- Company: Expertise Recruitment
Company Description
Based in Lebanon, Expertise Recruitment is a boutique recruitment company that offers recruiting services including headhunting and executive search, within a wide range of industry sectors.
Job Description
We are seeking an experienced and results-driven Private Banker to join our client, a reputable Investment Advisory firm in Beirut. The ideal candidate will have a solid background in private banking, a strong network of high-net-worth individuals (HNWIs), and a proactive approach to client relationship management and business development.
- Leverage existing client portfolio to onboard new clients to the firm.
- Actively identify and acquire new high-net-worth clients beyond existing network.
- Present tailored investment proposals aligned with clients’ financial goals and risk profiles.
- Recommend appropriate asset allocation strategies based on market conditions and client needs.
- Stay updated on market trends, financial news, and investment opportunities.
- Communicate the firm’s investment strategies and market outlook to clients effectively.
Qualifications
- Bachelor's degree in Business, Finance, Banking, or a related field.
- Minimum 10 years of relevant experience in private banking and relationship management.
- Proven track record with an existing portfolio of high-net-worth clients and strong client acquisition capabilities.
- Fluent in Arabic and English (written and spoken). French is a plus.
- Outstanding communication and presentation skills.
- Strong customer-centric approach and ability to build long-term relationships.
- Proactive, committed, and accountable with a high degree of professionalism.
Ability to inspire trust and confidence.
Additional Information
Our client, a reputable Investment Advisory firm in Beirut