Priority Banking Officers (32 views)

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