Platinum Banker-Household-Outbound-Branch Banking-Relationship Management

The Platinum Banker will be responsible for developing and maintaining strong relationships with high-net-worth individuals and their families. This role involves understanding client needs, offering tailored financial solutions, and providing exceptional service. The banker will work closely with the branch team to ensure a seamless customer experience and drive business growth.

• Build and manage a portfolio of high-value customers, ensuring their financial needs are met.
• Proactively identify and engage with potential clients through outbound sales activities.
• Offer personalized financial advice and solutions, including investment, wealth management, and banking services.
• Maintain a high level of customer satisfaction through excellent service and timely response.
• Collaborate with the branch team to cross-sell and up-sell bank products and services.
• Stay updated on market trends, industry regulations, and competitor offerings to provide relevant advice.
• Conduct regular portfolio reviews and provide periodic financial updates to clients.
• Manage and resolve customer complaints and queries in a timely and professional manner.
• Participate in bank-wide initiatives and contribute to the overall business growth strategy.

• A bachelor's degree in finance, business, or a related field is preferred.
• Minimum 3 years of experience in relationship management or private banking.
• Strong knowledge of financial products and services, especially in the high-net-worth segment.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Ability to build trust and rapport with clients and maintain long-term relationships.
• Analytical skills to understand client needs and offer tailored solutions.
• Proficiency in using banking software and tools for portfolio management.
• A self-starter with a proactive approach to sales and business development.
• Strong organizational skills and attention to detail.
• A valid license to practice as a financial advisor (if required by local regulations).