Senior Private Banker - Wealth Management

Description

Position Overview: 

Our client is seeking a dynamic and client-focused Relationship Manager to join their Domestic Premier Banking team. In this role, you will be responsible for managing relationships with a select group of High Net Worth Personal and Business Clients, driving deposit growth, and identifying new sales opportunities while effectively managing risk.

Key Responsibilities:

• Establish and maintain a deep understanding of the bank’s operations, systems, and products to align tailored solutions with client needs.
• Leverage your expertise in local compliance regulations and regulatory requirements to ensure operational adherence.
• Navigate complex business structures and apply KYC/DD/AML/CTF policies effectively, with a strong grasp of FATCA and CRS requirements for client onboarding.
• Actively identify and engage potential clients through cold calling and networking, fostering professional relationships that focus on deposit growth and Wealth Management solutions.
• Conduct in-depth interviews with clients, process preliminary documentation for loan requests, and discuss various loan alternatives, credit criteria, interest rates, and documentation.
• Undertake additional duties as assigned to support the team and organizational goals.

Knowledge, Skills, and Experience Requirements:

• Bachelor’s degree in Management, Business, Finance, or Marketing, with a minimum of 5 years of experience in a Premier or Wealth Management banking environment.
• Preferred Wealth Management designation.
• CAMS or ICA certification required.
• Proven experience in wealth management, credit, and banking, specifically with personal mortgage and consumer lending, while managing a High Net Worth client portfolio.
• Initiative-driven self-starter capable of marketing bank products and identifying growth opportunities for clients and prospects.
• Strong analytical skills in credit assessment and the ability to offer customized financing solutions.

Salary on offer up to CI$130k plus an excellent benefits package. 

If you are passionate about delivering exceptional service to High Net Worth clients and thrive in a fast-paced, client-centric environment, we invite you to apply.

Click ‘Apply’ or send your application to richmond@steppingstonesrecruitment.com