Latest Jobs 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, Business, or Economics (Master's preferred).
• 5 years of private banking or wealth management experience with public sector focus.
• Strong knowledge of investment products, public sector regulations, and compliance.
• Excellent communication and analytical skills.

Key Competencies:

• Provide personalized banking and financial advice to HNWIs in the public sector.
• Develop and manage client relationships, creating customized investment and wealth plans.
• Ensure compliance with public sector regulations, including AML and KYC protocols.
• Oversee portfolio management, assess market trends, and identify business opportunities.
• Actively mobilize deposits for the bank

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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.