Private Banking Executive

Role Overview

Assist relationship managers to effectively manage client portfolios and optimise the client experience.

Accountabilities

• Maintain client information, manage contracts and agreements, and prepare reports, presentations and other materials.
• Coordinate schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
• Process transactions, manage expense reports, and handle routine requests to free up relationship managers’ time for strategic activities.
• Gather information on relevant market trends, competitor offerings and industry news to support relationship managers in providing informed advice and tailored solutions.
• Analyze client data, prepare reports on portfolio performance and provide insights to inform portfolio adjustments and client recommendations.
• Manage inbound and outbound communication through phone, email and other channels, relaying...