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AI Summary
About the Client
Our client is an international B2B fintech company providing modern cross-border payment and banking solutions to businesses worldwide. They offer multi-currency business accounts, dedicated UK, EU, and US IBANs, FX services, corporate cards, international payments, and treasury solutions. Their products simplify global transactions, currency exchange, and financial operations for SMEs and enterprise clients across Europe, the UAE, and other international markets.
Role Overview
This opportunity is designed for experienced Private Bankers looking to transition into the FinTech industry. The company values professionals who have built long-term trusted relationships with business owners, investors, family offices, and other high-value clients, and who can leverage those relationships to introduce international banking and cross-border payment solutions.
Key Responsibilities
Develop and manage corporate relationships with high-net-worth individuals (HNWIs), entrepreneurs, investors, family offices, and business owners
Leverage an existing network and client portfolio to identify and attract new business opportunities
Understand clients' financial needs and present suitable solutions across cross-border payments, FX, banking, treasury, and related financial services
Act as a trusted advisor and primary point of contact for clients, building long-term relationships and ensuring a high level of service
Identify opportunities to expand client relationships and introduce additional products and services
Collaborate with internal teams to structure solutions tailored to client requirements
Represent the company at industry events, networking activities, and client meetings
Contribute to the growth of the business by bringing new relationships, partnerships, and market opportunities
Demonstrate leadership potential and contribute to the future development of the commercial function
Requirements
Previous or current experience as a Private Banker, Relationship Manager, Wealth Manager, Corporate Banker, or similar client-facing financial services role
Proven experience managing relationships with HNWIs, entrepreneurs, investors, family offices, or business owners
Existing portfolio of clients and strong professional network
Strong understanding of cross-border payments, FX, banking, treasury services, wealth management, and investment structures
Ability to build trust and maintain long-term client relationships
Commercial mindset with experience identifying and developing new business opportunities.
Strong communication and stakeholder management skills
Leadership potential and interest in growing into a management role over time
Fluent English
Key Soft Skills
Ability to translate business needs into clear product and operational requirements
Strong ownership mindset
Entrepreneurial approach
Ability to work independently in fast-moving environments
Strong communication skills
What We Offer
Competitive salary aligned with experience
Collaborative and transparent team culture
High-impact role in a scaling fintech company
Recognition of personal milestones and achievements
Social benefits
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