Private Banker

Website Unien Capital Advisors

Blending advisory services with a unique 'Ark' approach to provide holistic Family Office Solutions for UHNI clientele.

About The Job:

  • Our Clients demand excellence.
  • We deliver nothing less.
  • We’re shaping the future of the Family Office. One step at a time.
  • We deliver exceptional solutions and experiences enabled by technology and partnerships.
  • Our clients choose us because they recognize that we operate at a level above the rest.
  • Advice and service that’s uncommonly personalized.

Responsibilities:

  • We are actively looking for exceptionally talented individuals who are collaborative, confident and excel in unstructured situations.
  • If you have an entrepreneurial mindset and are looking to constantly challenge yourself, we are the team for you.
  • You will be working alongside a team of talented colleagues with the opportunity to take your career to the next level.
  • As a Private Banker, you are responsible for advising families on building, preserving, and managing their wealth.
  • You will use knowledge of investments, financial planning, taxation, structuring and succession planning to build bespoke solutions for client families.

Qualifications, Skills:

  • Masters in Marketing / Finance from a reputed University
  • Successful experience in Wealth Management, Private Banking of 5 to 7 years
  • Strong relationship-building and influencing skills
  • You are highly organized and thrive in a fast-paced environment
  • You love bringing order to complex processes and problem statements

To apply for this job please visit www.linkedin.com.