Team Lead, Private Banking (PH)

Key Duties

• Provide specialist financial advice and support to HNI clients ensure that their lifestyle and investment needs are met.
• Active Sale of Private Banking investment portfolio/services to meet clients’ needs Understand the competition & formulate counter strategy to safeguard the Banks position and win new business.
• Manage and deepen relationships with existing and prospective HNI clients.
• Win new accounts and resuscitate dormant relationships
• Initiate structure of investment to meet client’s needs.
• Ensure efficient service and maintenance of existing accounts.
• Ensure zero tolerance for inactive/dormant accounts.
• Perform all other duties as assigned by the Head of Hub/GH
• As part of the Bank’s Information Security requirements, maintain the security of all Information entrusted to the staff and comply with the principles and policies in the Information Security Handbook.
• Clear understanding of investment dynamics and lack of investment products in the market

Job Requirements

• Minimum 2:2 First degree (B. SC, B.A etc.)
• Minimum of 8-12 years working experience in private banking or in a similar role.
• Previous experience in asset management or investment Banking is an advantage