Private Banker – Finima
About this role
Job title: Private Banker – Finima
We are seeking an experienced Private Banker to grow, maintain, and retain a portfolio of private banking customers by delivering tailored financial solutions and maximizing value for clients and the bank.
Responsibilities
- Manage and retain private banking customers in line with the bank’s segment strategy.
- Build strong relationships with credit, product, wealth, and other support teams to ensure seamless service delivery.
- Manage customer requests, complaints, and applications from start to completion.
- Conduct needs analysis for new and existing customers to identify suitable financial products and services.
- Proactively manage the customer portfolio to maximize revenue while minimizing costs and risks.
- Work closely with the sales team to ensure a smooth transition of clients after onboarding.
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