
Banking Strategist
1 day ago
About the Opportunity
We are seeking a skilled professional to join our Private Banking team. This role is instrumental in acquiring high net worth individuals and building strong relationships with clients.
About the Position
As a Private Banker, you will be responsible for selling investment and insurance products to private banking clients, generating fee income through these sales.
Key Responsibilities:
- Cultivate New Relationships
- Nurture Existing Clients
- Develop Strategic Solutions
Required Skills:
To succeed in this role, you should have a strong client base and a deep understanding of wealth management products. Additionally, you must be able to work independently as an entrepreneur and have a minimum of 10 years of experience in the banking and financial industry.
This opportunity is ideal for experienced Relationship Managers, Branch Managers, or Regional Heads looking to leverage their skills in a Private Banking context.
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