Job title: Senior Relationship Manager - Private Banker
Job type: Permanent
Emp type: Full-time
Industry: Private Banking & Wealth Management
Expertise: Private Banking & Wealth Management
Skills: Relationship Management UHNWI HNWI New Client Acquisition Product Advisory
Salary type: Annual
Job published: 2021-04-14
Job ID: 32456

Job Description

Title

Senior Relationship Manager – Client Advisor – Private Banker

Hierarchy Level

SVP, FVP, Director, ED, or MD

Joined Current Bank, WM or FO, MFO

2000-2017

Market Coverage

NORDIC – Danish, Swedish, Norwegian, or Finnish

Assets Under Management

€300+ million

Self-Acquired Assets

€250+ million

Number of Clients

30-70

Smallest vs Largest Client

€3 – €100+ million

% of Credit

10-30%

Average ROA (excluding credit)

70-80 bps

Revenue

€2+ million

Products

Discretionary Mandates <40% and Advisory Mandates <30%, Direct Access Mandates >20%
e.g. Equities, Priv. Equities, Structured products, Insurance Wrappers, Bonds,  ISKs, Lombard Loans, Mortgages etc.

Last 3 years Net New Money

More than 100 million

3 Years Business Plan

1st Year: NNA 30-70 million &  Revenue – 300K

2nd Year NNA €50-70 million &  Revenue – €500- €800K

3rd Year NNA €50-€70 million &  Revenue – €1.2mill – €2mill

Salary and Bonus

€200.000 -250.000 Salary + 20% Net Revenue as Bonus
+ Benefits: Car Allowance, Expense Account, Travel, Life/Health, and Pension Insurance

Please contact michael.mandic@andersonwise.com  to discuss this exclusive opportunity. Your application will be treated with the utmost discretion. Only senior professionals with a proven track record will be considered.

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