Team Lead, Private Banking (PH)

OtherTeam Lead

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Requirements Summary

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.

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OtherTeam Lead

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

~1 min read

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