Private Banker Analyst
Core
Support Premium Private Bankers in managing and growing client portfolios through operational, administrative, and client servicing activities to ensure profitability and retention.
Role type
Analyst supporting Private Bankers
Builds
Operational efficiency and client service delivery for Premium Private Banking clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
client servicing, portfolio management support, banking operations, compliance, risk management, documentation preparation, stakeholder coordination, Microsoft Office proficiency
Preferred skills
Business or Commerce degree, banking-related qualification
Technologies
Microsoft Office, banking systems
Responsibilities
Manage client requests, queries, and follow-ups; prepare accurate client documentation and reports; coordinate lending, securities, and account maintenance; support Relationship Managers in servicing affluent clients; identify opportunities to enhance client experience and portfolio growth.
Seniority
Junior to Mid-level, operational support