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
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Relationship selling, transaction processing, credit and non-credit product knowledge, regulatory compliance, risk management, data analysis, workflow optimization
Preferred skills
Post-secondary degree in a related field, 2–3 years of relevant experience, licensing and certification for the specific jurisdiction
Technologies
Banking applications, monitoring reports, loan and security documentation systems
Responsibilities
Prepare new business proposals and presentations, identify and recommend workflow process alternatives, determine client needs and ensure timely transaction processing, take ownership of client inquiries and complaints, analyze data to provide insights, review monitoring reports and take action, adhere to banking regulations and risk guidelines, participate in audits and compliance reviews, escalate irregularities to management
Seniority
Junior to Mid-level (2–3 years experience)