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Private Banker / Relationship Manager Job Vacancy


Private Banker / Relationship Manager - Private Wealth Management 

Banker Job Description:
 Primary Function 

The Relationship Manager is the face of the business. She/he will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. 

This role is primarily responsible for the client experience and engaging our resources to deliver a complete Wealth Management solution. 

You will be reporting directly to the Vice President.
 

Responsible for sale and implementation of investment, banking, trust/estate and insurance products to core clients 
 
Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced 
 
Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situations that secures confidence and business 
 
Build trust with clients and effectively manage relationships 
 
Ensure that the proposed products and services maximize the clients' needs, goals and objectives 

Qualifications
  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: structured products, managed portfolios, brokerage accounts, portfolio reviews basic trust and estate products and identification of wealth planning opportunities
  • Coachable professional with good “business sense” and an energetic / dynamic personality.
  • Excellent interpersonal skills and face-to-face relationship building abilities
  • Good computer skills that include working with the Microsoft Office suite
  • Strong relationship management and team building skills; views team concept as critical to model
Position Requirements
  • Five plus years’ experience in Wealth Management working with High Net Worth individuals and families or related fields within financial services (covering the East African Markets)
  • Must have an existing book of clients / solid network with investable assets of at least $250k per client
  • Ideally of graduate or MBA caliber with existing private client qualification

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