Transactional Banker, Private Banking
Core
Serve as the single point of contact for Wealth clients to analyze portfolios, identify upsell/cross-sell opportunities, and deliver transaction banking solutions in Cash, Trade, or Investor Services.
Role type
Transactional Banker (Private Banking)
Builds
Banking solutions for high-net-worth individuals, businesses, and multinational corporates
Domain
Financial Services / Transaction Banking
Deliverable
client delivery
Required skills
portfolio analysis, revenue retention, upselling, cross-selling, client relationship management, proposal preparation, deal pipeline management, financial acumen, Salesforce management
Preferred skills
sales track record, credit application experience, implementation documentation
Technologies
Salesforce
Responsibilities
Analyze client portfolios to identify upsell opportunities, act as primary contact for client concerns and negotiations, prepare client proposals and pitches, manage deal pipelines and deadlines, manage implementation documentation
Seniority
Mid-level (3-5 years experience)