On behalf of our client, we are recruiting for a Private Banker.

Professional Growth: Collaborate with talented teams and enhance your skills in a company that prioritizes learning and development.

Diverse Challenges: This role offers a dynamic blend of relationship management, strategic planning, and financial expertise, keeping your work engaging and rewarding.

Collaborative Environment: Join a team where innovation, teamwork, and excellence are at the forefront of everything.

• Cultivate and maintain client relationships while ensuring exceptional service delivery.
• Serve as a key advisor to affluent clients and their families and provide personalized services, expert resources, and specialized solutions.
• Design and execute client-centric strategies and proactive engagement plans.
• Oversee client activities, identifying tailored opportunities to address both personal and business financial needs.
• Collaborate with credit specialists to maintain a robust credit portfolio through detailed financial analysis and regular updates on client profiles.

Requirements

• Bachelor’s degree in a relevant field.
• Professional Certification in Financial Planning or an equivalent designation.
• At least 5 years of progressive experience in financial services or banking.
• Understanding of banking operations, sales processes, and financial products/services.
• Exceptional organizational skills paired with a strategic mindset.
• Proven track record of achieving results and fostering enduring client partnerships.

Join our client in shaping the future of private banking by delivering excellence to every client.

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Patrick@theagency.ky