Private Banker
Current To effectively build relationships with high net worth clients by assessing their personal and business needs with constant excellent service. To ensure retention, deliver superior service in order to meet sales and service objectives. To manage and service a portfolio of high net-worth private banking clients Distinguish client purchasing motives and behaviours in order to assess and respond to clients’ needs Implement and manage client contact activities in order to meet sales targets and increase cross selling opportunities Implement a “call- and- care” strategy for top clients in the portfolio Build trust and maintain strong relationships to ensure their personal needs are met. To provide clients with specialist service and coordinate specialist from the business to provide best advice Present a banking related financial solution to a client for consideration To actively build new networks and maintain networks both internally and externally to ensure client referral business is achieved Compile business correspondence to effectively communicate with internal and external parties To coach junior staff within the business to deliver on clients expectations and cultivate an environment of sharing knowledge and transferring skills Entertain clients at functions Ensure risk and compliance standards are maintained to minimize risk. An in-depth knowledge of regulatory legislation regulations e.g., NCA, FICA, FAIS to ensure compliance in portfolio and apply to clients in business as usual not to impact client delivery and meet all client expectations
