Wealth Banker

Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their banking, lending and foreign exchange requirements. Provide specialist advice and support in the development of tactical strategy and plans.

• Devise short term tactical plans to meet annual budget and targets.
• Identify, develop and source new High Net Worth and Ultra High Net Worth relationships.
• Achieve personal targets for new and existing clients for Transactional Banking, Credit, FX.
• Quarterly meetings with each client in your designated portfolio.
• Undertake annual credit reviews to assess the health of clients' financial positions.
• Maintain the highest levels of service and delivery to existing clients.
• Act as the key contact point for all client advice related to Transactional Banking, Credit, FX.
• Ensure conformity with global and market standards of client services.
• Provide accurate/timely preparation of file notes, client letters and other documentation.
• Act as the escalation point for serious client complaints.

• Postgraduate Degrees and Professional Qualifications in Business, Commerce and Management Studies.