Personal Banker

Role Summary:
We are seeking a dedicated and customer-focused Personal Banker to join our team. The Personal Banker will be responsible for managing a portfolio of high-net-worth clients, providing personalized financial advice, and offering a range of banking and investment products. This role requires a deep understanding of financial markets, excellent communication skills, and a commitment to building long-term client relationships.

Key Responsibilities:
- Develop and maintain strong relationships with a portfolio of individual and corporate clients.
- Understand client financial needs and objectives, and provide tailored banking and investment solutions.
- Offer expert advice on wealth management, investment planning, credit facilities, and other financial products.
- Proactively identify opportunities to cross-sell and up-sell relevant banking services.
- Ensure compliance with all regulatory requirements and internal policies.
- Monitor market trends and economic conditions to provide informed recommendations.
- Conduct regular client reviews and performance reporting.
- Collaborate with internal teams to ensure seamless service delivery.