Private Banking Manager

Role Description

This is a part-time remote role for a Private Banking Manager. The selected candidate will manage and expand client relationships, provide tailored financial planning guidance, and oversee investment and portfolio management for high-net-worth individuals. The role also involves identifying opportunities to enhance client experiences and achieve their financial goals while ensuring compliance with relevant regulations and maintaining business standards.

Qualifications

• Strong expertise in Business Relationship Management, with the ability to build and maintain lasting client relationships.
• Proven skills in Financial Planning and Finance, with a solid understanding of financial principles and budgeting.
• Experience in Investments, including risk assessment and maintaining an investment portfolio.
• Proficiency in Portfolio Management strategies for high-net-worth clients.
• Exceptional communication, interperson...