As Private Banker (farmer), your responsibilities are :
* Cultivate and manage long-term relationships with clients, aligning their financial goals with the bank's strategic interests.
* Deliver personalized financial advice on investment strategies, estate planning, and wealth management, keeping clients informed of market developments and opportunities.
* Act as the primary point of contact, ensuring clients feel supported, valued, and understood at all times.
* Ensure all client interactions and transactions comply with regulatory standards and internal policies, upholding the highest levels of integrity and confidentiality.
* Maintain accurate and up-to-date client documentation, contracts, and records in accordance with bank requirements.
The ideal profile for the Private Banker that we are looking for :
* A university degree n Finance or a related field.
* At least 5 years of experience in a similar client-facing role within the private banking sector.
* Fluent in English, Spanish and Portuguese.
* Demonstrates excellent organizational and analytical skills, with the ability to manage multiple priorities under pressure.
* Proactive, adaptable, and eager to learn, with a dynamic and responsible mindset.
* Strong interpersonal skills, with a collaborative spirit and a client-centric approach.
Our client offers :
* An attractive salary package based on your experience
* Comprehensive health and life insurance
* A complementary pension plan
* 34,5 holiday leave according to banking convention
* Opportunity for home-working
If this sounds like a role you would thrive in, we encourage you to apply. It's an opportunity to be part of a professional and customer-focused team in a well-respected organization in the financial services industry.