Private Wealth Banker - Coverage (FAIS)
Core
Build and maintain professional business relationships with Private Wealth clients, achieve financial targets, and proactively acquire new clients within regulatory frameworks.
Role type
Private Wealth Banker (Coverage)
Builds
Client portfolios and financial products
Domain
Banking / Private Wealth
Deliverable
client delivery
Required skills
new business origination, relationship management, credit task involvement, assets under management, investment management, stakeholder management, query resolution, risk management
Responsibilities
Manage and grow existing client relationships, Involvement in credit related tasks, Involvement in Assets under Management and Investments, Query resolution, Risk Management
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