Associate Private Banker
Core
Support the management and growth of high-net-worth client portfolios by assisting with lending, deposits, and investment solutions.
Role type
Associate Private Banker
Builds
Personalized banking and wealth solutions for high-net-worth individuals and family groups
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Lending, deposits, and investment solutions expertise; Credit, risk, and compliance frameworks understanding; Client service and relationship management; Commercial mindset
Preferred skills
Exposure to residential and/or business lending; Strong communication and stakeholder management; Proactive and adaptable
Technologies
N/A
Responsibilities
Manage day-to-day client needs and provide proactive service; Identify opportunities to introduce specialist banking and wealth solutions; Support lending and investment deal origination; Build relationships with internal stakeholders and external referral partners; Maintain strong risk, compliance, and governance standards
Seniority
Junior, IC