Private Banker

Responsibilities:

- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.

- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.

- Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.

- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.

- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.

- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.

- Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.

- Helping the company meet its financial objectives through personalised financial planning.

- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.