Opportunity Description
To assist with the management and growth of Private Banking client relationships and assigned portfolios, and to improve service quality levels to ensure that the team's objectives are constantly met and its targets achieved while maintaining client satisfaction and portfolio credit quality.
Successful Private Bankers should be able to demonstrate their NTBs capabilities to ultimately deliver on client needs based around the sophisticated/tailored trilogy of private banking platform.
Key performance indicators include:
- Number of new relationships opened with Fresh Funds to the FAB Group
- Number of new relationships transferred from within the FAB Group
- Number of existing relationships managed with the primary goal of increasing wallet share
Through private banking disciplines such as:
- The trilogy of Private Banking, Fiduciary Wealth Protection (e.g., Trusts, Foundations, Offshore Companies), Portfolio Management, a...
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