Senior Associate, Private Banker, International Private Banking
About this role
Senior Associate, Private Banker, International Private Banking
Purpose
The Senior Associate Private Banker is a role focused on junior portfolio management. The role is designed to provide a successful incumbent with the necessary skills and experience to potentially take on a Private Banker role in the future. The Senior Associate Private Banker has a portfolio of assigned clients along with new business and referral goals appropriate for the position.
What you will be doing:
Relationship management and business development:
- The incumbent will manage a client portfolio of high-net-worth clients
- Develop a professional, mutually beneficial relationship between the client and Private Banking
- Attend client meetings to build relationship and obtain relevant information to build understand of client’s needs.
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