Head - Private Banking

- Overseeing all aspects of private banking activities that service the needs of high net-worth clients. Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery.

- Proactively identify cross-selling opportunities and introduce banking products and services to clients, such as loans, mortgages, credit cards, and insurance.

- Collaborate with internal teams, including product specialists, to deliver comprehensive financial solutions to clients.

- Monitor client portfolios, assess market trends, and provide regular updates and recommendations on investment strategies.

- Ensure compliance with regulatory guidelines and internal policies, adhering to all relevant legal and ethical standards.

- Stay updated on market developments, industry trends, and competitive landscape to provide clients with relevant insights and advice.