Private BankerWaterStone Consulting • Colorado Springs, Colorado

Private Banker

WaterStone Consulting • Colorado Springs, Colorado

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Private
Banker
CBD, Central

JOB DESCRIPTION

About the role

Work in close collaboration with the senior management to define and execute a successful business strategy
Provide market leading investment advice, product knowledge and expertise
Construct customized solutions through strong relationships
Develop new client relationships whilst developing an in-depth understanding of each client's requirements, goals and risk appetite

Requirements

At least 2-3 years of experience in managing a book of HNW clients (APAC region)
A good knowledge of current global financial markets and trends, as well as local markets

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Private Banker • Colorado Springs, Colorado