Prestige Banking Relationship Banker
Core
Acquire, service, and retain Prestige Banking segment clients by delivering relationship management, conducting needs analyses, and deepening product uptake across lending, transactional, and digital banking.
Role type
Prestige Banking Relationship Banker
Builds
Client banking relationships and portfolio growth
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, Needs analysis, Portfolio growth, Cross-selling lending and transactional products, Client service across multi-channel, Regulatory compliance (AML/KYC)
Preferred skills
Wealth management exposure, Investment consulting referral, Financial planning knowledge
Technologies
Digital banking platforms, Voice channels, Branch systems
Responsibilities
Manage and grow assigned Prestige client portfolio, Identify wealth and investment opportunities, Conduct structured client reviews, Action client service requests, Uphold governance and compliance standards
Seniority
Mid-level, hands-on IC