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Job Title: Private Banker
To proactively acquire new clients and develop, maintain and expand an existing client portfolio through high touch professional and personalized relationships with identified high net worth and affluent clients and the provision of holistic and appropriate financial solutions in order to achieve all financial targets within the Private Bank market.
Experience And Qualifications
- Relevant Degree in Finance and/or Economics (with a major in Finance and/or Financial Accounting would be an advantage).
- 3 to 5 years’ relevant client facing experience with:
- A proven track record of success in building relationships and developing new client relationships.
- Experience in dealing with various Legal Entities.
- Experience in dealing with self-employed individuals with multiple income streams.
- Experience in structuring non-traditional security-based lending facilities.
- Experience in dealing with clients and structures across various jurisdictions.