About the Position
The Private Banking Professional plays a pivotal role in delivering exceptional client experiences and support to our team.
* Manage daily tasks and deliver superior customer service contributing to positive outcomes
* Onboard new clients and establish relationships
o Process transactions and collaborate with colleagues to meet client requests
o Maintain data accuracy and portfolio integrity including record cleansing
o Conduct research and verify information as required
o Support team members with reporting and compliance activities
o Identify opportunities for improvement and implement changes
o Educate clients on digital tools to enhance their experience
o Referral of business opportunities to colleagues
About You
You are passionate about delivering outstanding results and building strong relationships. You bring:
* Experience in banking or lending ideally in a relationship management or similar role
* Proven exposure to consumer and commercial products
* Excellent communication skills and stakeholder management capability
* Strong planning organisational and attention to detail
* Tertiary qualifications in a business-related discipline desirable
FSA Tier 2 Accreditation
Ready to take your career to the next level? Apply now and explore new opportunities with us.