Client Relationship Manager - Private Banking (This role is based onsite in Gibraltar, full time)) - Qudos Recruitment : Job Details

A leading wealth management and private banking institution, is seeking an experienced Private Banker to join their team and build a portfolio of clients. They offer bespoke, multi-asset services to HNWIs, family offices, asset managers and corporate/institutional clients. Their commitment to excellence, personalized service and innovative solutions has established them as a trusted partner in the global finance community.

Key Responsibilities:

·Client Relationship Management: Successfully onboard and manage clients, ensuring seamless integration into the banking ecosystem while maintaining exceptional service standards.

·Business Development: Identify, pursue, and acquire new private banking clients through strategic networking, referrals, and targeted outreach initiatives.

·Wealth Management Services: Provide comprehensive wealth management services tailored to client needs, collaborating with internal specialists to offer clients a broad spectrum of investment solutions.

·Regulatory Compliance & Risk Awareness: Ensure all client interactions and activities adhere strictly to regulatory requirements and the institution's compliance and risk policies.

Key Requirements:

· Experience in Private Banking/Wealth Management with a strong network and or book of existing clients

· Finance-related certifications advantageous

· Excellent interpersonal, communication and business development skills

· Knowledge of financial markets and investment products

· Ability to work in a dynamic environment with high attention to detail