Found Description
The Private Banker Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Requires strong commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Significant impact on the area through complex deliverables. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
**Responsibilities:**
+ Actively identify prospects and establish contact with them/convert prospects into clients.
+ Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
+ Anticipate events in a client’s life and business which have significant financial implications.
+ Serve as a trusted advisor to clients who frequently se...
**Responsibilities:**
+ Actively identify prospects and establish contact with them/convert prospects into clients.
+ Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
+ Anticipate events in a client’s life and business which have significant financial implications.
+ Serve as a trusted advisor to clients who frequently se...
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