Job Summary:
- The Private Banking Executive is responsible for managing and growing a portfolio of high-net-worth clients by providing tailored financial solutions and services. This role involves building strong relationships with clients, wealth management services as well as ensuring deposit/savings mobilization.
Key Responsibilities:
- Deposit Mobilization
- fixed deposit/investment mobilization from high net worth clients
- Develop and maintain strong, long-term relationships with high-net-worth clients.
- Network with potential clients and referral sources to build a pipeline of new prospects.
- Financial Planning and Advisory.
Qualifications:
- Bachelor’s degree in finance, business administration, economics, or a related field.
- Minimum of 2-3 years of experience in private banking, deposit mobilization and marketing/sales or a related field.
- Strong knowledge of deposit/savings mobilization, investment strategies, and market trends.
- Excellent communication, interpersonal, and negotiation skills.
How to Apply
Interested and qualified candidates should forward their CV to: career@chanellemicrofinancebank.com using the position as subject of email.