Private Banker

Job Overview

To proactively optimise a portfolio of Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base.

Key Responsibilities

• Achieve revenue targets by either growing a portfolio of existing clients or by acquiring new clients
• Analyse client’s current product offerings and solutions with the aim of ensuring Wealth is the client’s primary banking institution
• Understand and market all Transactional Banking products within the Wealth offering
• Understand and market all Lending solutions within the Wealth offering
• Maximise cross sell opportunities

Requirements

• Relevant experience in wealth management or banking