Partnership Private Wealth Management (HNWI)
About the job
With offices in Switzerland, Germany, Turkey and Brazil, our company is a Swiss-based advisory firm that provides bespoke services to clients, across the DACH region and internationally. We advise various companies and private/institutional investors within the financial advisory verticals.
As part of our market expansion strategy, we are looking for highly motivated partners who will support our business development initiatives in the UAE, specifically in serving HNWI clients and families. You will get exposure to a broad network of diversified professionals and international deal opportunities across various industries.
Scope:
Prospecting and acquiring new clients and new assets of HNWI/UHNWI private clients
Advising new clients on all aspects of their financial needs and investment strategy
Attendance of client presentations, working sessions and deal meetings
Professional engagement with partners and stakeholders
Define and execute a business plan based on the team's clientele and network of relations
Profile:
Highly competitive and entrepreneurial mindset
Hands-on mentality and a high degree of autonomy
Previous experience in Private Banking, Relationship Management, Wealth Management
Existing and expandable network of clients within the HNWI vertical
In case of any questions regarding this position, please contact the HR team: careers@hekim-capital.ch
.png)
