What We’re Looking For:

• Are you genuinely enthusiastic about financial planning and wealth management? 
• Do you believe in the value of financial security and stability for individuals and families?
• Can you put clients at the center of your focus? 
• Do you have a track record of building strong, trusting relationships with high-net-worth individuals?
• Are you well-versed in various financial products and services, including investment options, credit solutions, and estate planning?
• Can you provide expert advice and tailor solutions to meet each client’s unique needs?
• Can you identify and cultivate opportunities with potential clients?
• Are you committed to maintaining the highest ethical standards and acting in your clients’ best interests at all times?

Responsibilities:

• Identify and attract potential clients who could benefit from our private banking services.
• Evaluate clients’ financial situations, needs, and goals.
• Develop comprehensive financial plans, including investment strategies, estate planning, and credit solutions.
• Build and manage investment portfolios tailored to individual client objectives.
• Monitor clients’ portfolios and adjust strategies as necessary to ensure their financial security.
• Build and maintain strong, long-term relationships based on trust and excellent service.
• Ensure all financial activities comply with relevant laws and regulations.

Qualifications, Skills & Experience:

• A demonstrated history of success in private banking or wealth management.
• A deep understanding of financial products and services.
• Strong networking and relationship-building abilities.
• Excellent sales and negotiation skills.
• Exceptional verbal and written communication skills.
• A commitment to maintaining high ethical standards in all client interactions.