Private Banker – Private Banking

About the role

We are seeking a Private Banker to grow, maintain and retain a portfolio of private banking customers, delivering value for both the client and the bank.

Key responsibilities

• Retain private banking customers in line with the segment value proposition and country strategy.
• Build strong working relationships with credit, product and wealth specialists to shorten turnaround times.
• Liaise with the sales team to ensure seamless client handover to relationship management.
• Own customer requests, complaints and applications, following each task through to completion while keeping the client informed.
• Conduct needs analyses with new and existing customers to identify appropriate product opportunities.
• Proactively manage the portfolio to maximize revenue (fees, margins, sales), minimize costs and risks, and strengthen the client relationship.

Required profile

• University degree.
• 5‑7 years of experience in sales, high‑net‑worth individual relationship management, credit applications and financial acumen within the financial services industry.
• Proven sales track record.
• Ability to work collaboratively with cross‑functional teams and deliver results.

Required skills