Associate Director/Director - Private Banker

Job Summary:

Strategy:

- Drive profitable growth by acquiring, developing and servicing long-term relationships with HNW/UHNI clients

Business:

- Accountable for the performance of individual's own client book.

- Deliver AUM and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).

- Generate healthy pipeline of target market prospects and convert them into clients.

- Grow client portfolio size by deepening existing customer relationships.

- Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.

- Deliver, monitor and review solutions to clients based on client investment profile.

- Conduct periodic reviews of client accounts in accordance with established procedures.

- Deliver profitable growth by controlling costs and mitigating operational losses.

- Deliver positive client performance in line with client investment profiles.

Processes:

- Support the continuous improvement of processes to increase operational efficiency and effectiveness.

- Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.

- Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.

- Ensure sales management, suitability and onboarding processes are applied appropriately

People and Talent:

- Collaborate with support functions, business partners and product specialists to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.