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 leading other people managers or organization-wide projects as a deep technical expert.
Private Bankers are expected to build and maintain effective introductory relationships with key internal and external stakeholders to ensure effective opportunity streams for new clients, assets and revenues.
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
Management of client relationships
Design of customised solutions
Communication of value proposition
Provision of guidance to clients
Assessment of financial, legal, operational risks
Nice-to-have
Leverage digital technologies
Strong team player and self-starter
Interpretative thinking and advanced analytical skills
Foster and guide compliance
Focus on external environment
Key Requirements
Educated to Degree level
Appropriate regulatory qualifications
Experience managing private client individuals and families
Experience in Financial Services industry
Experience in Retail regulated products and services