Private Banking Relationship Officer
Description of Tasks
Private Banking Relationship Officers assist Private Banking Managers to conduct marketing activities and provide banking and related services to high net worth individuals or families from a specified target segment.
Analytical skills
The ability to assess the customer' s actual business needs is important. Private Banking Relationship Officers make the right analysis will not only be in the interest of the bank, but also be in the interest of the customer.
Customers relations
The relations between the bank and its customers are usually long term. It takes time to develop this sort of relationship which is based on trust and a history of working in a partnership which has withstood the weathering of changing economic conditions.
Knowledge on financial/ banking products and services
Private Banking Relationship Officers require thorough knowledge on financial/ banking products and services in order to provide sound and reliable advice to customers.
Minimum Requirements
- A recognised bachelor's in finance, banking, economics, accounting, or marketing