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 :
Experience in private banking or wealth management, with a proven track record of managing complex client relationshipsStrong network of high net worth individuals and corporate clientsExcellent leadership, communication, and relationship-building skillsProven track record of meeting sales targets, acquiring new business, and mentoring junior team membersStrong knowledge of advanced wealth management products and servicesTell 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