Senior Private Banker - Private Banking Wealth Management

Capital Bank is looking for a Senior Private Banker who will be responsible for providing assistance to existing high net worth clients, identifying potential new clients, advise and consult with clients various investment and banking products, and ensure to achieve the clients’ financial needs and goals.

Responsibilities:

• Manage the assigned portfolio effectively to ensure up-selling, cross selling, referrals and provide regular market information updates and trend analysis to clients.
• Grow the portfolio through active acquisition and prospecting new clients, develop and strengthen client relationship with the bank.
• Provide wealth management advice and investment products and solutions to high net worth clients based on appropriate risk profiling.
• Provide clients with periodic Investment portfolio reports whenever needed.
• Cross sell various bank products and services and ensure proper portfolio management.
• Follow audit controls to eliminate any fraudulent activities and unnecessary risk and exposure.

Qualifications and Experience:

• Bachelor’s degree in a business-related field.
• 4+ years of experience in banking industry, financial services industry, or any related field.
• Knowledge in Jordanian and international market developments.
• Strong interpersonal and communication skills.