Private Banking Relationship Manager at First Bank

About the Job

The ideal candidate must be able to:

• Effectively sell Private Banking services to clients, along the line of private banking business objectives to grow client wealth and generate revenues through the various products/services.
• Source for new customers and maintain existing accounts.
• Manage and deepen relationships with both existing and prospective clients- High/Ultra-High Networth Individuals.
• Win new accounts and resuscitate dormant relationships.
• Profile Clients and drive the sales of Wealth Management and Investment Solutions Portfolio/services to meet client's needs.
• Work closely with the Team Lead to implement appropriate marketing strategies aimed at positioning the Bank as Market Leaders in the high value segment business.
• Receive and ensure prompt execution of requests from Private Banking clients.
• Ensure client profitability by closely monitoring product utilization and transaction activities.
• Handle credit processing for clients including but not limited to providing support to the middle office in preparing credit requests.
• Initiate structuring of investment to meet client's needs.

Requirements

• Eligible candidates for the Private Banker role must have a minimum of 2 years' banking experience in Private Banking, asset management or investment banking.
• Hands-on experience in managing ultra-high net worth clients.