Overview

The Private Banker role is within the High Net Worth (HNW) Team. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client’s Value Proposition. An understanding of HNW individuals’ financial position (personal balance sheet/business structures/family structures) and the ability to identify opportunities, is a key competency required in this role.

Responsibilities

• Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals
• Meeting specified budget and targets per activity
• Delivering a quality CRM service to existing clients
• Presentation of products and services to clients
• Providing financial advice to clients on:
  • Lending products: including Residential, Commercial Property, Secured loans
  • Local and international banking requirements
  • Treasury and forex
  ...