VP, Private Banker

7 days ago

Surrey British Columbia, Greater Vancouver, Canada Squires Partners Inc. Full time

VP, Private Banker – BERMUDA


Consider relocating to put your Private Banking background to good use in balmy, low-tax Bermuda Enjoy an idyllic island lifestyle, gain valuable experience in a premier offshore financial center while earning a USD based income with low taxation (approx. 8%).


We are searching for a highly qualified professional to join our Bermuda-based Financial Services Client in the role of Vice President, Private Banker.


This is a full-time role, on-site in Bermuda. Due to the international move involved, ideal candidates will be mobile, adaptable and motivated to experience the unique living and working environment that Bermuda has to offer.


Responsibilities will include:


  • Managing, developing and maintaining a portfolio of HNW client relationships, focused on banking, asset management and trust services
  • Serve as the primary client contact for all needs, providing a high level of service including visiting client sites, delivering presentations
  • Analyzing client requirements, creating relationship plans and providing customized planning and solutions to meet client needs
  • Increasing profitability by cross-selling, identifying new business opportunities and potential new clients


Requirements:


  • At least 10 years of progressive experience in wealth management with demonstrable success managing relationships with HNW clients
  • University degree or equivalent. MBA an advantage
  • Professional qualification such as CFP, TEP, CFA (or similar) preferred
  • Broad understanding of relevant private banking products and services including asset management, deposits, credit, trust services and estate planning
  • Strong sales and client service background: proven ability to expand business and effectively manage HNW client relationships
  • Prior staff management/mentoring experience


Our client offers a competitive compensation package paid in USD equivalent with minimal taxation (approx 8%) - along with the opportunity to enjoy a total lifestyle change in beautiful Bermuda


Relevant work permit, relocation assistance, pension, health insurance and other benefits will also be offered.

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