Found Description
Director Private Banking
We are currently seeking an ambitious individual to join our Onshore Private Banking team to define, manage, and achieve divisional business targets.
Responsibilities
- Oversee managing and developing a clients portfolio providing full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services
- Establish new relationships and manage existing client relationships.
- Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM) achieving growth by leveraging brand channels and RM network.
- Ensure clients objectives are met through an appropriate selection of products within the client portfolio and ensuring clients are aware of their level of risk.
- Research account and transaction records to resolve basic discrepancies, answer questions or provide documentation on client activities.
- Work...