Associate Banker - Private Bank

About the role

Provide complete service support to private banking clients, including resolving complex client inquiries. Support the Banker with day-to-day documentation such as account opening and closing, and loan disbursals. Organise client and prospect meetings, including pre-call planning, post-meeting notes and call records. Assist the Banker in profiling, qualifying and converting prospects into Private Bank clients, and in deepening existing relationships through analysis. Help create sales and marketing strategies focused on investments, and support prospecting, lead generation and client events. Ensure KYC and AML documentation is complete and up to date, and assess risk in line with applicable laws, rules and policies.

Requirements

• At least 5-8 years of experience
• CACS 1 and 2 required
• Knowledge of investments is required
• Banking and credit product knowledge desirable
• Bachelor's/University degree or equivalent experience
• Ability to manage internal and external relationships

Benefits

• Physical and mental well-being programs including telehealth, health advocates and confidential counseling
• Learning and development resources
• Generous paid time off packages