Overview
Job Title: Private Banker
Job Summary:
– We are seeking a client-focused and results-driven Private Banker to manage and grow a portfolio of high-net-worth individuals.
– The role involves delivering personalized financial solutions, deepening client relationships, and providing expert advice on investments, credit, and wealth planning.
Key Responsibilities:
– Build and maintain strong relationships with HNW clients.
– Provide tailored financial advice and banking solutions.
– Identify cross-selling opportunities across investment, lending, and estate planning.
– Ensure compliance with regulatory standards and internal policies.
– Collaborate with internal specialists to deliver a holistic client experience.