Private Banker
Core
Proactively acquire new clients and develop, maintain, and expand an existing client portfolio through high-touch professional and personalized relationships with identified high net worth and affluent clients.
Role type
Private Banker
Builds
Holistic and appropriate financial solutions for high net worth and affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client acquisition, portfolio management, cross-selling, financial solutions design, campaign management, client retention, sales conversion, risk management, regulatory compliance
Preferred skills
adaptability, curiosity, collaborative mindset
Technologies
digital and self-service banking platforms
Responsibilities
Achieve revenue targets by growing client portfolios and acquiring new clients; Maximize cross-sell opportunities through specialist advisory requirements; Analyze client product offerings to ensure the bank is the primary institution; Market transactional banking products and lending solutions; Implement and track client campaigns; Manage and grow the active customer account base; Resolve customer complaints and analyze feedback; Drive retention through active engagement; Convert leads into successful sales; Source and refer new leads; Improve service efficiencies; Manage risks associated with client portfolio; Comply with legislative and audit requirements.
Seniority
Mid-level, client-facing IC