Private Banker

To proactively promote a relationship-based offering through a primary point of contact, this meets client expectations by providing personalized financial solutions in line with the Value Proposition.

To provide a competent relationship-based offering to a Sub-Segment within the Private Banking Segment, that provides highly responsive and pro‑active financial and business solutions, focused on the managing and building of wealth, in partnership with small business owners supported by the expertise of specialists.

To maintain a high level of integrity and ethical standards.

Duties and responsibilities:

• Establishes and builds one‑on‑one relationships with customers, based on mutual respect, in assigned portfolio by delivering the expected level of service, specifically focusing on a pro‑active contact (calling) strategy and programme.
• Ensures successful retention of existing customers in assigned portfolio by strengthening and...