Private Banker
Job Description
Acquire, maintain and develop HNWI relationships with affluent clients who have comprehensive financial service needs, including through cross-selling existing client relationships and maintaining an active referral network.
Manage client portfolio, grow and expand clients relationship with the bank while maintaining their satisfaction and increasing profitability.
Retain, manage and service the existing client relationships through growing share of wallet, identifying cross-sell opportunities, and increasing Assets Under Management.
Act as the first point of contact to identify and handle clients (both individual and family) banking and financial service needs, liaising with internal stakeholders and banking professionals to deliver the best-in class products and services to clients in a timely manner.
Oversee client portfolio performance and increase in liabilities, financing and investment/AuMs in addition to ensuring the return on portfolio increase and the achievement of the set revenue objectives.
Deepen client relationships, partnering closely with specialist team members to bring expertise and solutions in relevant fields such as investments, financing and wealth planning to meet clients specific wealth objectives.
Ensure that client onboarding documentation/profiling required is obtained, and that client files are always complete.
Adher to all control and audit aspects and to the implementation of policies and procedures, as well as to consumer protection regulations while engaging with clients.
Call the clients assigned on a regular basis (at least once a quarter) documenting the call by preparing relevant call reports.
Ensure to have regular market update and latest Private Banking product performance.
Act as first line of defense while facing clients to ensure compliance with banking regulations, the banks policies/procedures and AML/governance guidelines.
Take reasonable steps, when needed, to seek appropriate and available information from clients regarding their financial situation and investment product experience for an appropriate product offering matching with clients risk profile and financial needs.
You have at least 6-7 years of experience in private banking, relationship management or wealth management/investment product sales.
You hold a Bachelor’s degree and an MBA, as well as investment and credit certifications.
You have a good knowledge of legal/Sharia issues related to credit, and an ability to relate to different markets, understand the risks and analyze different types of investment.
You have strong networking and business development skills and a demonstrated ability to sell private banking, wealth management and investment products.
You are sales- and quality-oriented with client centric approach and problem-solving skills, and strong prospecting and client communication skills and you are able to handle objections.
You are a team player, you are organized and efficient.
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