BA4 - Private Bank Executive

Purpose of the role: To assist relationship managers to effectively manage their client portfolios and optimise the client experience.

• Maintain client information, manage contracts and agreements, and prepare reports, presentations, and other materials.
• Coordinate schedules for relationship managers and clients to ensure efficient time management and smooth communication.
• Process transactions, manage expense reports, and handle routine requests to free up the relationship manager’s time for strategic activities.
• Gather information on market trends, competitor offerings, and industry news to support the relationship manager 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, a...