Director of Wealth Management & Private Banking
Core
Trusted partner providing comprehensive wealth management and private banking solutions, building long-term relationships with high-net-worth clients to analyze financial needs and deliver tailored products and services.
Role type
Director of Wealth Management & Private Banking
Builds
Long-term client relationships and tailored financial solutions for high-net-worth individuals
Domain
Banking, Wealth Management, Private Banking
Deliverable
client delivery
Required skills
Financial needs analysis, portfolio management, regulatory compliance, relationship building, goal achievement, product knowledge
Preferred skills
English language proficiency, digital banking solutions familiarity
Technologies
Digital banking platforms
Responsibilities
Building and maintaining relationships with wealth management and private banking clients, analyzing client financial needs to match bank services, managing client portfolios and monitoring financial situations, limiting operational risk through regulatory compliance, achieving development and quality goals, representing the bank as a trusted business partner
Seniority
Director, strategic leadership & team support