Manage and grow an allocated portfolio of private banking clients by providing tailored financial and banking solutions. Responsibilities include client relationship management, wealth-creation education, digital reviews, lead generation, customer retention, account growth, cross-selling, consulting with product specialists, and compliance with regulatory and governance requirements.

Provides tailored banking solutions, builds customer relationships, guides clients toward digital and self-service channels, identifies sales opportunities, ensures compliance, and delivers accurate, empathetic service in a shift-based alternative banking channel. The role requires customer data analysis, product knowledge, ethical conduct, and adherence to established processes and service standards.

Advise affluent private clients on wealth creation and accumulation, deliver financial education, market relevant financial solutions, manage leads, grow customer accounts, improve retention and client entrenchment, and support business profit growth while maintaining regulatory and governance compliance.