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This position offers an opportunity to drive business development and portfolio management for a select client base within the Private Banking space.
Job Responsibility
Cultivate and expand a portfolio of high-net-worth clients by identifying new prospects and delivering tailored financial solutions
Achieve growth targets for assets under management and revenue through strategic relationship management
Implement effective asset allocation strategies aligned with individual client investment profiles and risk appetites
Maintain high standards of service by conducting regular account reviews and managing client inquiries in accordance with internal protocols
Collaborate with internal cross-functional teams and product specialists to deliver comprehensive financial services and identify opportunities for holistic account management
Requirements
Minimum of 5 years of relationship management experience within the private or priority private banking sector
Comprehensive knowledge of diverse investment products and current financial market trends
Proven ability to build and sustain a strong network of professional prospects and existing clients
Excellent communication and presentation skills, with the ability to convey complex financial concepts clearly
Strong understanding of risk management principles and commitment to maintaining compliance with industry regulations