To achieve personal performance goalsTo manage team and ensure achievement of overall targets through ongoing coaching, support and effective management as requiredResponsible for overall team productivityTo manage costs to team budget including staff costs and Travel & Expenses.Ensure that self and team conducts business within HO’s and Business’ guidelines and professional standardsContribute to overall success of Private Banking by sharing best practice with other Team’s membersDeliver effective solutions to clients by collaborating with other departments across the bank e.g. product teams and investment consultants.Effective management of risk pertaining to AML, KYC etc. in relation to day-to-day businessHiring of Relationship managers and other staff as part of the business plan to grow the team’s book of business

To achieve personal performance goalsTo manage team and ensure achievement of overall targets through ongoing coaching, support and effective management as requiredResponsible for overall team productivityTo manage costs to team budget including staff costs and Travel & Expenses.Ensure that self and team conducts business within HO’s and Business’ guidelines and professional standardsContribute to overall success of Private Banking by sharing best practice with other Team’s membersDeliver effective solutions to clients by collaborating with other departments across the bank e.g. product teams and investment consultants.Effective management of risk pertaining to AML, KYC etc. in relation to day-to-day business

Bring new to bank Priority Banking clientsRetain existing valuable clients through focused relationship management activitiesProvide advice on potential financial solutions to clients based on identified needsResolve client queriesAnalyse financial requirements of clients and match them with the banks’ products offeringsDevelop opportunities to increase the sales productionPrepare and review all required reports and KYC forms to ensure that all transactions are adhered to the banks’ policies and procedures

Recording transactions, which involves logging checks and preparing transaction reportsCounting and packaging currencyReconciling cash drawersOpening new accounts and helping with loan applicationsExchanging foreign currencyPromoting the bank’s products and servicesKeeping customers’ personal information confidentialCommunicating with other bank team members