Private Banker (Polish) | Dublin | Permanent / Hybrid Level: Vice President As a Private Banker, you will be responsible for growing, managing, and maintaining a book of ultra-high-net-worth (UHNW) and family office clients in Poland.
You will leverage your established and proven network of contacts to expand the Private Bank's presence in this market.
Working collaboratively with the team, you will contribute to achieving targets related to new client acquisition, net new asset growth, credit and investment acquisitions, and revenue generation.
Fluency in English and Polish is essential.
The role requires previous experience in risk control and monitoring within a client book.
Key competencies for success include risk management and controls, business acumen, strategic thinking, digital proficiency, and technical expertise.
Key Responsibilities Managing and growing relationships with UHNW individuals, family offices, and institutional clients based in Poland.
Building and maintaining strong, long-term relationships with UHNW clients.
Understanding clients' financial needs, goals, and risk tolerance.
Acting as a trusted advisor by providing tailored wealth management solutions.
Offering bespoke investment solutions, credit strategies, and banking services.
Coordinating with specialists in investments, lending, and risk management to ensure comprehensive financial strategies.
Growing the client portfolio by leveraging personal and professional networks.
Identifying opportunities to cross-sell banking, lending, and investment products.
Ensuring adherence to regulatory and compliance requirements set by the Central Bank of Ireland and global financial regulators.
Conducting periodic portfolio reviews to align with client objectives and risk profiles.
Working closely with internal teams, including investment specialists, credit teams, and risk analysts, to provide holistic financial solutions.
Partnering with senior executives and product experts to deliver high-quality banking services.
Engaging in ongoing professional development to stay updated on market trends and financial products.
Requirements Fluency in English and Polish.
Experience in dealing with the private banking needs of UHNW families in Poland.
Proven track record in building a client base using internal and external networks.
Experience in controlling and monitoring risk within a client book.
Strong management skills and the ability to influence others through direct or indirect leadership.
The ideal candidate will hold either the Irish Qualified Financial Advisor QFA designation or the Accredited Product Advisor APA designation, or be prepared to study for and attain any of these qualifications.
Skills: Private Banking Polish language fluency Ultra High-Net-Worth Clients
Advertisement:
Private Banker (polish),
Free
Private Banker (polish),
Ireland, Leinster,
Modified February 5, 2025
Description
Job details:
⇐ Previous job |
Next job ⇒ |
Contact employer
Employer's info

Your Career Ally™
Follow the Morgan McKinley global company page to keep updated on latest news, insights and articles. Here you will find information about our services and how we can help you achieve your career goals.
Recruitment is a complete process built on a relationship of trust between the hiring company, candidates and the consultant.
By nurturing the talent pool within our chosen professional communities and disciplines, Morgan McKinley ensures that the right candidates are matched to the right opportunities.
If you are a talented professional, when you register with Morgan McKinley you can expect a five-star service based on career-long advice and support.
Even when you are not actively seeking a new role.
Our mission is to be your Career Ally™, helping you to realise your ambitions and discover your true potential.
And when you are actively seeking a new role, we are here to help you at every stage of the journey.
Our specialist sectors and disciplines include Banking, Insurance, Commerce & Industry, Finance & Accounting, Project & Change, IT, Risk, Compliance, Marketing and Administration.
Specialties
Financial Services,
Professional Services,
Commerce & Industry,
Recruitment Consultancy,
Banking,
IT