Private Banking Officer
Core
Support the delivery of an exceptional customer experience to private banking clients by providing superior service, identifying client needs, and ensuring compliance and operational effectiveness.
Role type
Private Banking Officer (Wealth Sales & Service)
Builds
Integrated private banking services and offerings for existing and potential clients
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
relationship selling, transaction processing, workflow process improvement, data analysis, risk management, regulatory compliance, fraud prevention, audit participation
Preferred skills
knowledge of personal and commercial credit products, lending process, loan documentation
Technologies
banking applications, monitoring reports, credit and non-credit systems
Responsibilities
Prepare new business proposals or presentations to clients/prospects; Identify customer needs and match with appropriate products or services; Determine client needs and ensure timely and accurate completion of transaction processing; Take ownership of client inquiries, concerns, and complaints; Collaborate with internal and external stakeholders to deliver on business objectives; Analyze data and information to provide insights and recommendations; Review monitoring reports and take appropriate actions; Apply risk management frameworks to protect assets and adhere to policies; Participate in audits and compliance reviews; Identify and escalate irregularities and discrepancies.
Seniority
Entry to Mid-level, hands-on IC