Associate Private Banker
Core
Support the management of high-net-worth client portfolios alongside senior bankers, delivering personalized banking solutions across lending, deposits, and investments.
Role type
Associate Private Banker
Builds
Personalized banking solutions for high-net-worth individuals and family groups
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Portfolio management, Lending and investment solutions, Credit and risk frameworks, Client relationship management, Deal origination, Compliance and governance
Preferred skills
Commercial mindset, Growth opportunity identification, Proactive and adaptable approach
Responsibilities
Support management of HNW client portfolios across lending, deposits and investment solutions; Assist in driving revenue growth, margin optimisation and funds under management outcomes; Manage day-to-day client banking needs and provide proactive, responsive support; Identify opportunities for specialist referrals to enhance client outcomes; Build and maintain relationships with internal stakeholders and external referral networks; Support deal origination across lending and investment opportunities
Seniority
Junior, support role