As a Wealth Private Banker, you will manage high-net-worth client portfolios, develop new business, and establish long-term relationships.
Requirements
- Managing high-net-worth client portfolios
- Developing new business in collaboration with agency network and Private Banking Centers
- Establishing long-term constructive relationships with clients
- Providing sharp information about ongoing investments and financial markets
- Ensuring precise wealth management through collaboration with wealth structuring and collateral credit service
- Developing a network of professional relationships to acquire new business
- Managing a thoughtful and prudent analysis of financial markets
- Being proactive in developing new clientele and retaining existing clientele