Private Wealth Banker
Core
Build and maintain professional business relationships with Private Wealth clients to achieve financial targets, acquire new clients, and improve customer experience within regulatory frameworks.
Role type
Private Wealth Banker
Builds
Client portfolios and revenue streams for a regional and international bank
Domain
Banking / Private Wealth / Financial Services
Deliverable
client delivery
Required skills
Sales acquisition and business development, Customer relationship management, Financial and wealth solutions planning, Deal structuring, Relationship banking risk management, Credit knowledge for complex structures, Financial products knowledge, Data analysis for decision making
Preferred skills
None explicitly stated beyond experience requirements
Technologies
None explicitly stated
Responsibilities
Own primary client relationships and execute client relationship plans, Secure new business through lead generation and onboarding, Review and negotiate pricing structures to manage portfolio profitability, Cross-sell and up-sell appropriate products ensuring FAIS/FICA/NCA compliance, Co-manage high-risk client accounts and drive credit solution development, Maintain continuous professional development and industry knowledge
Seniority
Mid-Senior, hands-on IC