Priority bankers in play a crucial role in providing comprehensive financial services and advice to high-net-worth individuals and private clients. Their key roles include building and maintaining strong, personalized relationships with high-net-worth individuals (HNWIs). Priority bankers act as trusted advisors, understanding their clients\’ unique financial goals and aspirations.
Job Summary:
- Provide exceptional customer service to high-net-worth individuals and private clients.
- Manage and grow client relationships by providing personalized financial advice and solutions.
- Proactively identify and address client needs, anticipating their expectations.
- Deliver a seamless and exclusive banking experience and mobile investments
Key Responsibilities:
- Onboard and maintain relationships with high-net-worth individuals and private clients.
- Provide personalized financial advice on a range of products and services, including investments, loans, wealth management, and insurance.
- Manage client portfolios and ensure their financial goals are met.
- Proactively identify and address client needs, anticipating their expectations.
- Deliver a seamless and exclusive banking experience through personalized service and attention to detail.
- Maintain up-to-date knowledge of financial markets and products.
- Comply with all relevant regulations and internal policies.
Qualifications & Experience:
- Bachelor\’s degree or HND in Finance, Economics, or a related field.
- Proven experience in private banking or wealth management (minimum 3 years).
- Strong understanding of financial markets and products.
- Excellent communication, interpersonal, and presentation skills.
- Ability to build and maintain strong client relationships.
- Strong analytical and problem-solving skills.
- Professional and polished demeanor.
Competitive salary package with HMO and Bonus Pay
Deadline to apply: January 24, 2025