Senior Private Banking Manager
Skills
About This Role
Overview
To efficiently manage, grow and advise a portfolio of Ultra High Net Worth clients, providing them with the highest quality service and advice.
Working with clients to evaluate their financial data and investment objectives in order to recommend and implement the most appropriate investment strategy
Planning
Devise and implement realistic annual business plan in aid of achieving annual financial targets
Target achievement:
Achieve assigned monthly sales and service targets.
Client Service /
Provide the highest quality service by building, maintaining and growing relationships with clients.
Meet and work with clients to evaluate their financial data and investment objectives in order to recommend & implement the most appropriate investment strategy and understand each client s financial objectives and provide tailor made services.
Responsible for immediate closure of all queries and issues of the wealth customers related to banking products and services.
Reports
Responsible to provide monthly client portfolio reports to management.
Interdepartmental Coordination
Actively liaise with various departments to provide and gain leads for prospective business and new clientele.
Coordinate with the Legal to verify all customer contracts.
Ensure all departments coordinate in a timely manner providing excellent customer service to clients.
Corporate Governance
Ensure all documentation is completed accurately, within the agreed timeframes and all necessary supporting documents are obtained.
Ensure full compliance to risk policies and procedures to minimize the error ratios and customer frauds.
Comply with Basel II framework for all retail banking operations
Comply with Anti Money laundering requirements
Ensure that all investment recommendations are made in line with the banks prescribed investment approach
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