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)