about the job.
This position offers an opportunity to drive business development and portfolio management for a select client base within the Private Banking space.
- 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.
skills and experience required.
- 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.
- CACS required.
To apply online please use the apply function (EA: 94C3609/ R21103354)
