Private Banking Officer, Private Wealth
Core
Provide flexible support across the team to assist with coverage and workload needs while delivering exceptional customer experience to private banking clients.
Role type
Private Banking Support Officer
Builds
Private banking client relationships and operational efficiency
Domain
Banking / Private Wealth
Deliverable
client delivery
Required skills
relationship selling, transaction processing, workflow optimization, data analysis, compliance adherence, risk management
Preferred skills
knowledge of personal and commercial credit products, loan documentation, internal collaboration
Responsibilities
Assist in preparing new business proposals, identify customer needs and match with appropriate products, process transactions, resolve client inquiries and complaints, analyze monitoring reports, adhere to banking regulations and risk guidelines, participate in audits and compliance reviews.
Seniority
Entry to Mid-level, operational support