Private Banker

Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship Acts as the principal business development officer including client acquisition, cross sales of deposits, loans and investment services Building the balance sheet and P & L of their team Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments Monitor the performance of client accounts, to ensure the accounts are behaving positively and meeting clients' needs Be well informed of market conditions and doing research to determine good opportunities to meet Private Banking revenue goals Work closely with Private Banking Assistants to serve client accounts effectively and efficiently Adherence and compliance with all policies, procedures, regulations, audit standards, and risk guidelines.