Private Banker - Non-Resident Client Coverage Division - Wealth Management
Private Banker - Non-Resident Client Coverage Division - Wealth Management
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Job Description
- Understand the needs and goals of high net worth and ultra-high net worth clients and develop customized solutions to meet their financial objectives
- Build and maintain strong relationships with clients acting as their primary point of contact for all banking and investment needs
- Offer a full range of banking services including deposit products loans lines of credit and credit cards to meet the financial needs of clients
- Utilize knowledge of investment products to advise clients on strategic investment decisions and offer investment products that align with their financial goals
- Actively provide advice guidance and education to clients on financial markets trends and opportunities
- Develop and maintain a client book of business utilizing sales techniques and networking to attract new clients and retain existing ones
- Collaborate with internal teams such as portfolio managers and financial advisors to provide clients needs
- Meet sales targets and performance metrics set by the bank
Qualifications :
- Extensive Banking Experience: A wealth management banker should have a strong background in banking with a thorough understanding of various financial products services and instruments. They should be well-versed in banking regulations and have a deep understanding of the financial markets.
- Sales Expertise: A successful wealth management banker should possess strong sales skills to promote and sell investment products and services. They should have a proven track record of meeting and exceeding sales targets and developing client relationships.
- Knowledge of Investment Products: A wealth management banker should have a comprehensive understanding of investment products and their performance in the market. They should be able to provide sound investment advice to clients based on their financial goals and risk appetite.
- Customer Service Oriented: A good wealth management banker should prioritize providing exceptional service to clients. This includes being responsive addressing clients needs and concerns and maintaining regular communication.
- Strong Analytical Skills: A wealth management banker should possess strong analytical skills to track and evaluate the performance of investments and make informed recommendations to clients. They should also be able to conduct portfolio reviews and identify new investment opportunities.
- Communication and Interpersonal Skills: Excellent communication and interpersonal skills are essential for a wealth management banker.
- Analytical and critical thinking skills: As a wealth management banker one must analyze data and information to make informed decisions and develop sound financial plans. Strong critical thinking skills are essential to develop strategies that align with clients financial goals.
Additional Information :
TBC processes the personal data of the candidate in order to determine the suitability of the candidate for the vacancy in accordance with the requirements of the Law of Georgia on Personal Data Protection. Information about the candidate may also be processed to determine the suitability of the candidate for future vacancies. Information about the candidate is stored for a maximum of 3 years. In case you do not want further data processing want to change or delete data please follow the link and contact us through the communication channels located at the same link shares its information with companies included in the TBC Bank Group PLC. Subsidiary companies also ensure personal data processing in accordance with the law. If you do not wish to share your data with TBC Group companies please contact us at the same link conducts the selection process of candidates in compliance with the requirements of the Law on the Elimination of All Forms of Discrimination and the principles of equal treatment of persons and eliminates discrimination against persons on any grounds.
If you see signs of discriminatory treatment contact us:*1998;
We will contact you only those who will pass the first stage of selection and will be granted candidate status.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
