Prestige Banking Relationship Banker
Core
Acquire, service, and retain Prestige Banking segment clients by delivering relationship management, conducting needs analyses, and deepening product uptake across lending, transactional, and digital banking.
Role type
Prestige Banking Relationship Banker
Builds
Proactive portfolio growth and quality client engagement for high-net-worth individuals and families
Domain
Consumer Banking / Prestige Banking
Deliverable
client delivery
Required skills
relationship management, structured needs analysis, product uptake (lending, transactional, digital), client portfolio growth, referral coordination, regulatory compliance (AML, KYC)
Preferred skills
wealth management exposure, investment consulting, financial planning
Technologies
digital banking platforms, voice channels, branch systems
Responsibilities
Manage and grow assigned Prestige client portfolio through proactive engagement and needs-based conversations; Identify wealth, investment, fiduciary, and estate planning needs and refer clients to specialist teams; Conduct structured client reviews to understand financial goals and recommend banking solutions; Action client service requests across digital, voice, and branch channels; Uphold governance and compliance standards including AML, KYC, due diligence, and arrears management
Seniority
Mid-level IC