Private Banker Role Overview
As a Private Banker, you will be responsible for establishing and nurturing profitable partnerships with both corporate and individual clients. Your role will serve as the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Your Key Responsibilities
* Develop and maintain relationships with high-net-worth clients to identify their financial goals, challenges, and risk tolerance.
* Conduct in-depth analysis of client data to provide personalized recommendations on investment strategies, risk management, and wealth management solutions.
* Collaborate with internal teams to design and implement customized solutions that meet the specific needs of each client.
* Provide expert guidance and advice to clients on financial decisions, market trends, and industry developments.
* Assess and mitigate financial, legal, and operational risks associated with client relationships.
* Document all client interactions, transactions, and agreements to ensure transparency and auditability.
* Monitor client satisfaction, revenue generated, and other key performance indicators to evaluate the effectiveness of relationship management efforts.
Vice President Expectations
* Contribute to setting strategy, driving requirements, and making recommendations for change.
* Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and escalate breaches of policies/procedures.
* Define jobs and responsibilities, plan for departmental future needs and operations, counsel employees on performance, and contribute to employee pay decisions/changes.
* Lead a team of specialists to influence departmental operations, aligning with strategic and tactical priorities while balancing short- and long-term goals and ensuring that budgets and schedules meet corporate requirements.
Requirements
* Excellent relationship-building skills with experience managing sophisticated client needs.
* Experience building a client base using internal and external networks, with high penetration ratios per client.
* Controlling and monitoring risk within a client book.
* Substantial experience in the Financial Services industry, particularly in MiFID Retail regulated products and services.
About This Role
This is a challenging and rewarding opportunity for an experienced Private Banker to join our team in Dublin. The role offers a unique combination of relationship-building, business development, and risk management responsibilities. If you have a strong track record of delivering results in a fast-paced environment and are passionate about providing exceptional client service, we encourage you to apply.
The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. You will be comfortable working in a dynamic and ever-changing environment and will be able to adapt quickly to new situations and challenges. In return, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development. To excel in this role, you should possess strong analytical and problem-solving skills, with the ability to think critically and make sound judgments under pressure.