The Private Banking Officer manages the financial needs Of high-net-worth individuals (HNWIS), providing personalized banking, investment advice, and wealth management services while building and maintaining strong client relationships.
Qualification:
Bachelor's degree in Finance, Economics, or related field (Master's preferred).
3 years of experience in private banking or wealth management.
Knowledge of investment products, tax planning, and financial markets.
Strong communication, interpersonal, and problem-solving skills.
Proficiency in banking software and Microsoft Office.
Key Competencies:
Provide tailored financial solutions, including investment strategies and tax planning.
Maintain client relationships, offering portfolio reviews and advice on market trends.
Ensure compliance with AML and KYC regulations.
Identify new business opportunities to grow the client base.
Manage client portfolios and ensure proper risk management.