Our client is a highly regarded investment firm known for its advisory-led approach to wealth management deep research capabilities and strong focus on capital preservation. The firm delivers bespoke solutions to a select group of HNW and UHNW clients supported by a global expert network and an integrated platform across investments structuring and advisory.
We are seeking an accomplished Russian-speaking Senior Private Banker to join our team and play a key role in expanding our UHNW client franchise.
The Role
This is a senior client-facing position focused on originating developing and maintaining long-term relationships with ultra-high-net-worth individuals and families.
The successful candidate will act as a trusted advisor deeply embedded in the clients financial ecosystem delivering holistic and highly tailored wealth solutions across investments structuring and legacy planning.
A critical part of the role is the ability to bring and transition a portable book of UHNW client relationships while continuing to grow and deepen these relationships over time.
Key Responsibilities
Develop transition and actively manage a portfolio of UHNW client relationships with a strong focus on trust and long-term retention
Act as a primary advisor and where relevant a quasi-family office partner to clients and their advisors
Conduct comprehensive wealth diagnostics including analysis of complex asset structures such as operating businesses real estate and alternative investments
Design and implement tailored investment strategies aligned with client objectives risk profiles and global market dynamics
Coordinate with internal and external experts across legal tax and structuring to deliver integrated wealth planning solutions including cross-border aspects
Drive client engagement through high-quality communication including investment proposals portfolio reviews and market insights
Identify opportunities to deepen relationships and increase share of wallet through thoughtful needs-based advisory
Candidate Profile
710 years of experience in Private Banking Wealth Management or a similar UHNW advisory environment
Demonstrated ability to originate and manage UHNW client relationships including a portable client book strongly preferred or essential
Proven track record in revenue generation and asset growth
Deep expertise across capital markets structured products private equity and real assets
Solid understanding of cross-border wealth structuring including tax trusts and estate planning
Strong commercial judgment combined with a client-centric mindset
Excellent interpersonal and communication skills with the ability to engage at C-level and principal level
High level of professionalism discretion and integrity
Fluency in Russian and English is required
Relevant academic background in Finance Economics or related fields CFA CAIA CFP or similar certifications are highly valued
What Sets This Opportunity Apart
Access to a differentiated investment platform with strong research and sourcing capabilities
A genuinely advisory-led environment rather than a product-driven model
Selective client base with a high degree of autonomy
Close collaboration with senior experts across investments structuring and legal advisory
Our client is a highly regarded investment firm known for its advisory-led approach to wealth management deep research capabilities and strong focus on capital preservation. The firm delivers bespoke solutions to a select group of HNW and UHNW clients supported by a global expert network and an inte...
Our client is a highly regarded investment firm known for its advisory-led approach to wealth management deep research capabilities and strong focus on capital preservation. The firm delivers bespoke solutions to a select group of HNW and UHNW clients supported by a global expert network and an integrated platform across investments structuring and advisory.
We are seeking an accomplished Russian-speaking Senior Private Banker to join our team and play a key role in expanding our UHNW client franchise.
The Role
This is a senior client-facing position focused on originating developing and maintaining long-term relationships with ultra-high-net-worth individuals and families.
The successful candidate will act as a trusted advisor deeply embedded in the clients financial ecosystem delivering holistic and highly tailored wealth solutions across investments structuring and legacy planning.
A critical part of the role is the ability to bring and transition a portable book of UHNW client relationships while continuing to grow and deepen these relationships over time.
Key Responsibilities
Develop transition and actively manage a portfolio of UHNW client relationships with a strong focus on trust and long-term retention
Act as a primary advisor and where relevant a quasi-family office partner to clients and their advisors
Conduct comprehensive wealth diagnostics including analysis of complex asset structures such as operating businesses real estate and alternative investments
Design and implement tailored investment strategies aligned with client objectives risk profiles and global market dynamics
Coordinate with internal and external experts across legal tax and structuring to deliver integrated wealth planning solutions including cross-border aspects
Drive client engagement through high-quality communication including investment proposals portfolio reviews and market insights
Identify opportunities to deepen relationships and increase share of wallet through thoughtful needs-based advisory
Candidate Profile
710 years of experience in Private Banking Wealth Management or a similar UHNW advisory environment
Demonstrated ability to originate and manage UHNW client relationships including a portable client book strongly preferred or essential
Proven track record in revenue generation and asset growth
Deep expertise across capital markets structured products private equity and real assets
Solid understanding of cross-border wealth structuring including tax trusts and estate planning
Strong commercial judgment combined with a client-centric mindset
Excellent interpersonal and communication skills with the ability to engage at C-level and principal level
High level of professionalism discretion and integrity
Fluency in Russian and English is required
Relevant academic background in Finance Economics or related fields CFA CAIA CFP or similar certifications are highly valued
What Sets This Opportunity Apart
Access to a differentiated investment platform with strong research and sourcing capabilities
A genuinely advisory-led environment rather than a product-driven model
Selective client base with a high degree of autonomy
Close collaboration with senior experts across investments structuring and legal advisory