Private Banker - First Private - South

Job Requirements

Key Responsibilities

• Develop and maintain relationships with high net worth clients in the South region
• Understand clients financial goals and provide customized banking and wealth management solutions
• Cross-sell various banking products and services, including investment products, insurance, and loans
• Act as a trusted advisor to clients, providing them with expert financial advice and guidance
• Collaborate with other teams within the bank, such as investment advisors and product specialists, to deliver comprehensive solutions to clients
• Stay updated on market trends and changes in regulations to ensure compliance and provide the best possible service to clients
• Meet and exceed sales targets and contribute to the overall growth of the First Private business
  

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in private banking or wealth management
• Proven track record of managing and growing a portfolio of high net worth clients
• In-depth knowledge of banking products and services, investment products, and insurance
• Excellent communication and interpersonal skills
• Strong sales and relationship management skills
• Ability to work independently and as part of a team
• Knowledge of local market and regulations is preferred
• Relevant certifications such as CFP, CFA, or CAIA are a plus