Private Wealth Management Professional
2 days ago
As a Private Client Director, you will be responsible for the proactive management of high value relationships.
Key Responsibilities- Develop and manage complex client portfolios to achieve exceptional results.
- Identify opportunities to expand our presence in the market through strategic partnerships and networking.
- Utilize expertise to assist clients in preserving and growing their wealth through informed financial decisions.
- Authorize lending within your delegated authority.
- Prepare and submit consumer and business lending proposals outside your authority with thorough justification.
- Collaborate with internal specialists to provide premium service to clients.
- Understand client goals and aspirations through quality conversations and meetings.
- Prior experience in banking with a focus on High-Net-Worth and Ultra-High-Net-Worth clients.
- Proven track record in business development and acquiring new clients.
- Strong understanding of banking products and services with demonstrated execution capabilities.
- Ability to multitask and deliver results in a fast-paced environment.
- Tertiary qualification highly regarded.
- Tier 1 RG146 accreditation preferred.
A diverse and inclusive work environment is beneficial for everyone.
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