Senior Private Banker

Key Accountabilities

Shareholder & Financial

•   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

Customer (Internal/External)

•   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 (includes the Ruling Family members and the Government officials).

•   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

Relationship Management

•   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.