Private Banking Manager, AVP
Core
Acquire and manage B2C clientele for Private Banking, building portfolios through micro-events, referrals, and relationship deepening.
Role type
Private Banking Manager, AVP
Builds
Investment AUM & CASA portfolio for high net worth clients
Domain
Banking, Wealth Management
Required skills
Wealth management product acquisition, B2C client acquisition, relationship management, portfolio growth, compliance adherence, client retention, micro-event execution
Preferred skills
Investments knowledge, high net worth account management
Technologies
Banking channels, investment platforms
Responsibilities
Execute micro-events for new client acquisition, build and deepen relationships with existing clients, ensure compliance with bank guidelines, monitor and retain high net worth accounts, grow Investment AUM and CASA portfolio
Seniority
Senior, hands-on IC