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Permanent. Private Banking Relationship Manager

Job Reference: 877341

Our client is looking for a Private Banking Relationship Manager who has the desire and ability to manage and grow the Private Banking portfolio of high-value clients through a personalized and confidential approach that is geared to meeting the clients’ financial needs. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources.

Responsibilities:  
  •  Work with a team of investment and private banking professionals to service the needs of high net worth customers
  • Provide exceptional service to customers in order to create long-term profitable relationships
  • Review the portfolio of existing Private Banking customers with a view to recommending appropriate product solutions and identifying the need for other services provided by our internal and external business solution experts, based on customer’s short and long-term goals
  • Responsible for the management of customer portfolios to ensure increase in share of wallet, growth in revenues and optimum product utilization by each Private Banking customer
  • Keep fully abreast with knowledge of full range of available products and services to enable prompt matching of their potential benefits with the current and perceived needs of existing and new High Value customers
  • Perform general supervisory duties when necessary
Qualifications/Experience:    
  • Degree in Business or Finance or related disciplines
  • Proven track record of minimum 6 years in a similar capacity
  • Minimum 2 years of experience at a supervisory level 
  • Sound knowledge of the Bank’s operating and AML guidelines
  • Strong organizational skills and business orientation
  • Very strong written and oral communication skills
  • Sound knowledge of all Banking Operations, Sales Routines and Products/Services
  • High achievement orientation / results-driven

Salary range US$145,000-160,000. Only able to consider Caymanians or PR Holders at this stage.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.

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Jack Watters
Senior Recruiter

jack@theagency.ky
+1 345 743 1775

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