02 Dec 2021

Associate Private Banker

Ref 32021

The Associate Private Banker will be responsible for developing, managing and retaining client relationships with high net worth individuals as part of a member of a team of private bankers who are focused on one or more target segments.

They will also be responsible for carrying out the following:

  • Focus on Business Development and Client/Asset gathering, maintenance of existing client book. Creation of new portfolio mandates with primary focus on DPM and Managed Advisory.
  • Knowledge of markets, products and advice (investment management, wealth planning, banking, credit, and capital markets).
  • Meet or exceed a number of individual and team-based financial targets, including income, AUM/NNMA and return on AUMs.
  • Strong knowledge and discipline relating to risk management, compliance, AML and regulatory procedures.
  • Ensure that all regulatory training and testing is completed in a timely manner.
  • Good business development skills to develop new client relationships through existing client base to maximise further opportunities.
  • Actively involved in developing and maintaining client relationships, both individually and as part of a team.

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