Private Banking Executive
vor 2 Wochen
Overall purpose of role
- Supports Private Bankers in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients
- Provides exceptional service to the Banker’s clients and be a main point of contact for all day-to-day matters across products and services
- Liaises directly with clients in relation to their non advice requirements and will be required to interpret and manage high value and highly complex books as well as understand complex financial structures and products
- Is a technical specialist/champion in one of the banking fields such as on-boarding or credit
- Assists PBE population with technical queries and complex cases
- When required, assists PBE Managers for ad hoc projects and in terms of being a Go To person
- Supports the team/business in the delivery of its targets and goals
Key Accountabilities
**60-70% Sales Support**
- Supports Private Bankers to develop sales pitches and identify target clients for particular products
- Supports Private Banker in managing their client portfolio through analysing client book to for example: identify and re-home low value / low potential clients, identify clients with substantial cash balances, recognise specific client needs and the opportunity they present
- Organises and supports Bankers’ preparations for client success, for example, preparing a full client brief in advance of a meeting; researching a prospect; preparing relevant documentation etc
- Attends client meetings and events to establish strong and enduring working relationships
- Maintains an up to date working knowledge of the markets, economic position, BW research view and product set thus being able to provide a view of these to their Bankers
- Develops a sales strategy jointly with the Bankers to exceed performance targets
**10-20% Specialist Team Support**
- Excellent overall knowledge of BarSuisse information systems
- Supports team with technical queries and complex cases in relation to field of expertise (such as on-boarding or credit)
- Gathers feedback/issues, raise them to the PBE managers or in the champion forums
- Provides additional ad hoc training and actively share knowledge across the PBE population to ensure best practice is adhered to
- Works on ad hoc projects and assists with the implementation and development of policies, procedures and systems
- Actively makes suggestions for process improvements and leads in the implementation
- Escalates breaches of policies/procedures appropriately
- When required, assists PBE Managers in managing PBE resource/workflow, interviewing new PBEs, training, mentoring and development
**10-20% Client Servicing**
- Acts as the key point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products which includes payments processing, credit cases submissions, client onboarding and client data maintenance.
- Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations and various departments to ensure delivery, resolve issues and reduce/remove errors.
- Maintains the system record of client requests, situation, events, and reports
- Performs daily operations and transactions on clients' accounts.
- Complies with all corporate policies, front office procedures, regulatory and internal/external audit requirements and managing risk and control
- Assists Private Bankers in ensuring adherence to regulatory and Wealth requirements
- Keeps Private Bankers completely informed of interactions with clients and share any insights gained through client servicing, routing clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified
- Assists Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes or on own where advice is not required), preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker
Stakeholder Management and Leadership
- Help / Support the PBE population with technical queries and complex cases
- Assists PBE Managers in managing PBE resource/workflow, interviewing new PBEs, training, mentoring and development
- Supports Private Bankers in managing their client portfolio through analysing client book to for example: identify and re-home low value / low potential clients, identify clients with substantial cash balances, recognise specific client needs and the opportunity they present
- Acts as the key point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products which includes payments processing, credit cases submissions, client onboarding and client data maintenance.
Decision-making and Problem Solving
- Strong knowledge of banking and operational procedures, plus lending and under
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