Private Banker

Job Summary The incumbent will be primarily responsible for managing relationships with High Net Worth (HNW) customers allocated to him,and act as a ‘one-stop solution’ for all Private Banking domestic banking and investment, and lending services. The incumbent must be able to work closely as part of the team to develop referrals from their client bases. Key Accountabilities • Responsible for accomplishing lending and deposit volume goals and all financial services within the Private Banking platform • To develop and grow the PB AUM portfolio and maximize the return for the bank • Develop new business by acquiring new clients and cross sell a wide variety of Private banking products and services including a comprehensive range of credit services, investment services • To produce and present suitable investment proposals to HNWI with best advice practice • To produce and present suitable credit facilities proposals to HNWI • To provide regular feedback on market developments and competitor activity • To ensure strict compliance with internal and external guidelines and regulations • Responsive to the needs of the customer base and lead the customer focus initiative to ensure a cross referral environment is established in the Private Bank for the best interests of the client. • Market the Group’s products and services to the HNW customers • Conduct visits to HNW customers to strengthen relationships through personalized interaction and at the same time market Group products and services. • Act as the single point of contact for all Private Banking services pertaining to HNW customers. Ensure customer complaints are handled/ resolved in the most expeditious manner. • Conduct regular visits to customers in line with strategy and act as the main point of contact for servicing the customer, providing information, answering inquiries and resolving issues. • Solicit client feedback on value proposition and for new product ideas and ensure communication of customer feedback to Segment Management team. • Leverage insights and data on customer needs and behaviour in order to build deep customer relationships. • Build and maintain strong and effective relationship with the all other related departments and units to ensure priority processing and resolution of the needs/ queries of such customers including any related operational issues and thereby facilitate achievement of the Group’s goals/ objectives. • Provide timely and accurate information to the external and internal auditors and the Compliance function as and when required on the HNW customer base • Participate in the identification and establishment of new relationships, consistent with the Bank’s strategic and commercial objectives. • Prepare regular meetings with portfolio clients to introduce Cb products and services in order to maximize portfolio revenues and ensure that customers are satisfied with services received. • Assist in the maintenance of ongoing dialogue with customers to ensure that they are aware of all Cb products/services relevant to their situation and credit analysis. Education • Bachelor degree or equivalent Show more Show less

Bachelor degree or equivalent

Responsible for accomplishing lending and deposit volume goals and all financial services within the Private Banking platform; develop and grow the PB AUM portfolio; acquire new clients and cross sell a wide variety of Private banking products and services including credit and investment services; produce and present investment and credit facilities proposals to HNWI; provide market insights and ensure compliance; lead customer focus and cross-referral initiatives; market Group products to HNW customers; conduct visits to strengthen relationships; act as single point of contact for all Private Banking services; handle customer inquiries and resolve issues; solicit client feedback and communicate to Segment Management; leverage customer data to build deep relationships; collaborate with related departments to ensure priority processing; provide information to auditors and Compliance; participate in establishing new relationships; prepare regular portfolio reviews with clients to maximize revenues.