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Private Banking Specialist
7 days ago
This role is for an experienced Private Banking Specialist who will be responsible for establishing, implementing and executing a business strategy for the respective client segment (HNWI) and market area. The ideal candidate will have a strong track record of excellent academic performance from a reputable university, preferably in business, economics, marketing or a related field.
The successful candidate will have at least 10 years' experience as an industry hand in private banking coupled with experience in other banking environments and investment companies. They will also possess excellent written and spoken English, as well as Arabic, French, Hindi and/or Urdu as required by client geography.
In this role, you will lead, develop, motivate and retain a team of Relationship Managers (RMs), ensuring the delivery of overall team revenue, market coverage, quality service and operational risk objectives. You will work closely with senior management to identify and develop business strategies aligned with the bank's overall strategy and roadmap.
You will also be responsible for promoting holistic banking services and one point of contact to the target segment. The role requires effective communication and relationship-building skills, as well as the ability to assess financial needs, risk tolerances/appetite, and develop optimal investment solutions.