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

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