Private Banking Officer at Ultraviolet Microfinance Bank

Responsibilities:

• Build and maintain strong relationships with high-net-worth clients
• Act as the primary point of contact for clients' banking and investment needs
• Conduct regular portfolio reviews and client meetings
• Understand clients’ financial goals and provide personalized advice
• Acquire new HNWI clients through networking, referrals, and targeted marketing
• Identify cross-selling opportunities within existing portfolios
• Achieve assigned sales and revenue targets
• Ensure compliance with internal policies and regulatory requirements (e.g., KYC, AML)
• Monitor client portfolios for risk, performance, and suitability
• Maintain accurate and confidential records
• Stay updated on financial markets, investment products, and economic trends
• Provide timely insights and market updates to clients