Sr. Private Banker – Turkey

Position Overview

We are in search of a distinguished professional to establish and nurture a portfolio of client relationships in Turkey, offering specialized advice on a range of financial products and tailored services to High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI).

Key Responsibilities

• Develop and manage a portfolio of clients, focusing on delivering personalized advice and services to HNWI and UHNWI.
• Collaborate with the Investments team to create tailored solutions for wealth generation, management, and transfer.
• Deliver exceptional service to meet and exceed revenue targets.
• Acquire private and institutional clients, including private clients, External Asset Managers, and financial institutions.
• Conduct regular visits and meetings with clients and prospects to foster business opportunities and maintain relationships.
• Analyze various investment opportunities, providing clients with informed advice on investment offerings and product opportunities.
• Contribute to enhancing profitability and evolving the bank’s value proposition.
• Ensure adherence to regulatory frameworks and internal guidelines to minimize risks.
• Champion and uphold internal policies and procedures effectively.

Qualifications

• Bachelor's degree in Finance or Business; additional professional certifications (e.g., CWMA) are advantageous.
• A Master's Degree in Finance or related experience is preferred.
• 10-15 years of substantial experience in Private Banking and the Financial Industry, with at least 5 years focusing on Turkey.
• Strong understanding of financial statement analysis and accounting standards.
• Demonstrated research proficiency in emerging markets.
• Comprehensive knowledge of financial products and technical expertise across various asset classes.
• In-depth awareness of market competitive structures, industry practices, and relevant regulations for the Private Banking sector.

Essential Skills

• Established personal and professional network within the HNWI-UHNWI community in Turkey.
• Proven track record in cultivating client relationships and delivering outstanding service.
• Exceptional presentation and interpersonal skills with the ability to listen, guide, and advise both internal and external partners.
• Strong analytical and problem-solving abilities, with a keen attention to detail.
• Capacity to challenge the status quo and provide fact-based insights.
• Effective communication, both concise and direct, especially under pressure, along with a commitment to knowledge-sharing.
• Agility and flexibility in business and problem-solving situations.
• Team-oriented outlook with a strong motivation and commitment to achieving goals.
• Fluency in Turkish and English; proficiency in French is an asset.
• Personality traits should include good common sense, curiosity, flexibility, and high motivation.
• Ability to work independently while thriving as a collaborative team member, supported by a proactive, client-focused approach.
• Proficiency in IT tools, including Bloomberg and/or similar platforms; prior experience with Avaloq is a plus.