Private Banker
Core
Grow, maintain, and retain a portfolio of affluent private banking customers by delivering financial services and managing relationships.
Role type
Private Banker (Relationship Manager)
Builds
Personal and private banking services for affluent clients
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
sales, relationship management, credit applications, financial acumen, risk identification, risk reporting
Preferred skills
commercial acumen, product knowledge (consumer banking), customer understanding (consumer banking)
Technologies
Banking Process & Procedures
Responsibilities
Create value for clients and the bank through segment value propositions and related initiatives; manage sales and service activities for affluent clients.
Seniority
Mid-Senior (5-7 years experience)
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