Private Banker – Finima

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.
• Maintain strong relationships with high-net-worth clients and provide excellent customer service.

Requirements

• University Degree.
• 5–7 years’ experience in sales, private banking, high-net-worth relationship management, credit applications, or financial services.
• Proven sales track record in the financial services industry.
• Strong financial acumen and relationship management skills.
• Excellent communication, negotiation, decision-making, and problem-solving abilities.
• Strong customer service and query-resolution skills.