Private Banker - Bank

- Develop and manage relationships with high-net-worth individuals by tailoring financial plans, regular communication, and networking.

- Acquire new customers through lead generation, cross-selling relevant products, and maintaining a healthy sales pipeline.

- Ensure high-quality customer service and compliance by adhering to regulations, addressing client concerns, and providing transparent information.

- Plan and execute sales initiatives and events, using marketing strategies and analyzing their effectiveness.

- Coordinate with other teams to deliver a seamless customer experience, sharing insights and streamlining processes for client satisfaction.