Private Banker

Responsibilities

• Manage and grow relationships with high-net-worth individuals, business owners, and B2B/corporate clients, understanding their financial needs and delivering tailored banking solutions.
• Provide a comprehensive range of banking services, including personal and business cash management, secured and unsecured credit facilities, investment management, wealth solutions, and interest-related services.
• Develop and maintain strong relationships with corporate clients, business owners, and key decision-makers, acting as a trusted financial partner.
• Identify and pursue cross-selling and referral opportunities across personal banking, business banking, wealth management, lending, and other relevant business units.
• Evaluate clients’ personal and business financial circumstances, assess their banking and financing requirements, and provide appropriate financial recommendations.
• Develop new B2B business opportunities through networking, referrals, partnerships, and proactive client acquisition activities.
• Manage and expand the client portfolio by identifying opportunities to deepen relationships, increase wallet share, and drive revenue growth.
• Collaborate closely with internal stakeholders and business partners to deliver integrated financial solutions that meet both individual and corporate client needs.
• Maintain strong long-term relationships between clients and the bank while ensuring a high level of service and client satisfaction.

Requirements

• Bachelor’s degree in Finance, Business Administration, Banking, Economics, or a related field.
• Relevant experience in private banking, relationship management, business banking, corporate banking, wealth management, or B2B financial services.
• Strong understanding of the banking and financial services industry, with knowledge of both individual and business/corporate banking solutions.
• Proven ability to develop and manage relationships with high-net-worth clients, business owners, corporate clients, and key decision-makers.
• Strong B2B business development, networking, and client acquisition skills.
• Excellent interpersonal, communication, negotiation, and presentation skills.
• Strong analytical and problem-solving abilities, with the ability to assess complex personal and business financial information.
• Strong relationship-building and consultative selling skills, with a proven ability to identify cross-selling and business development opportunities.
• Commercially driven, proactive, and able to work effectively with internal teams and external business partners.