Private Banking Officers at Abbey Mortgage Bank Plc

Role:

• The Private Banking Officer manages the financial needs Of high-net-worth individuals (HNWIS), providing personalized banking, investment advice, and wealth management services while building and maintaining strong client relationships.

Qualification:

• Bachelor's degree in Finance, Economics, or related field (Master's preferred).
• 3 years of experience in private banking or wealth management.
• Knowledge of investment products, tax planning, and financial markets.
• Strong communication, interpersonal, and problem-solving skills.
• Proficiency in banking software and Microsoft Office.

Key Competencies:

• Provide tailored financial solutions, including investment strategies and tax planning.
• Maintain client relationships, offering portfolio reviews and advice on market trends.
• Ensure compliance with AML and KYC regulations.
• Identify new business opportunities to grow the client base.
• Manage client portfolios and ensure proper risk management.