Private Banking Manager

Job Description

Job description / Role

Job Purpose

To efficiently manage, grow and advise a portfolio of Ultra High Net Worth clients, providing them with the highest quality service and advice. Working with clients to evaluate their financial data and investment objectives in order to recommend and implement the most appropriate investment strategy

Principal Accountabilities

Planning
• Responsible for devising and implementing realistic business plan to ensure achieving annual financial targets

Target achievement
• Drive the achievement of monthly portfolio targets on sales, service and fee income.

Client Service
• Expected to provide the highest quality service by building, maintaining and growing relationships with clients.
• Meet and work with clients to evaluate their financial data and investment objectives in order to recommend & implement the most appropriate investment strategy and understand each client's financial objectives and provide tailor made services.
• Responsible for immediate closure of all queries and issues of the wealth customers related to banking products and services.

Reports
• Is responsible to provide monthly client portfolio reports and analysis on how to address issues raised.

Interdepartmental Coordination:
• Actively liaise with various departments to provide and gain leads for prospective business and new clientele. Coordinate with the Legal to verify all customer contracts.
• Ensure all departments coordinate in a timely manner providing excellent customer service to clients.