Wealth Management - Private Bank - Private Banker

Profile

Private Banker
Responsibilities: Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect clients across all lines of business. Ensure that proposed solutions fulfill clients’ needs and objectives in the short, medium and long term through a holistic goals based planning approach.

Company info

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