Director Private Banking

Roles & Responsibilities

We are seeking an experienced Senior Private Banking lead to join our Clients Private Banking team. The successful candidate will be responsible for developing and maintaining strong relationships with high net worth individuals and corporate clients, providing tailored financial solutions to meet their complex wealth management needs.

Key Responsibilities :

• Develop and maintain relationships with high net worth individuals and corporate clients, focusing on complex financial needs
• Identify and acquire new business opportunities through strategic networking and referrals
• Provide expert advice on advanced wealth management products and services
• Conduct in-depth financial needs analysis and develop customized solutions
• Collaborate with internal stakeholders to deliver high-quality client service and drive business growth
• Meet or exceed sales targets and key performance indicators, mentoring junior team members

Requirements :

Tell employers what skills you have

Wealth Management

Excellent Communication Skills

Mentoring

Upselling

Referrals

Leadership

Due Diligence

Tolerance

Wealth

Private Banking

Transparency

Needs Analysis

Scratch

Networking

Diplomacy