Identify client financial goals and risk tolerance
Design customized financial solutions
To establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs
Job Summary
To establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
Manage a business function, providing significant input to function-wide strategic initiatives and influencing policy and procedures.
The Private Banker is expected to be able to apply analytical reasoning and judgement to solve problems and deliver the highest levels of client advice and service.
Matching Summary
To establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
Skills & Requirements
Must-have
Establish and nurture profitable partnerships
Identify client financial goals and risk tolerance
Design customized financial solutions
Communicate value proposition and negotiate terms
Provide expert investment and wealth management advice
Manage client relationships and assess risks
Nice-to-have
Influence policy and procedures
Lead organization-wide projects
Act as deep technical expert
Foster compliance and ensure regulations are observed
Monitor and influence external environment
Key Requirements
Degree level education
Appropriate regulatory qualifications
Experience managing private client individuals and families
Experience in Financial Services industry
Experience in Retail regulated products and services