Senior Specialist - Private Relationship Banker
Core
Senior Private Relationship Banker offering investment funds and pension products to high-net-worth clients.
Role type
Senior Private Relationship Banker
Builds
Investment funds and pension products for private banking clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
sales of investment products, client relationship management, portfolio quality management, financial needs analysis, product matching, advisory quality
Preferred skills
knowledge of financial markets and macroeconomics
Technologies
none stated
Responsibilities
actively offer investment funds and pension products, acquire and maintain long-term relationships with private banking clients, ensure portfolio service quality, identify current and future client needs, match product offerings, provide high-quality advisory and service, collaborate with retail and corporate branches
Seniority
Senior, hands-on IC