Private Banking Director
J.Safra Sarasin
Total years of experience :15 years, 11 Months
Senior banker responsible for the management of high net worth clients financial needs and goals.
§ Attract, retain, develop and grow new to the bank clients across the full spectrum of financial services includ-
ing deposits, investments and credit products in accordance with the individual objectives.
§ Gather and analyze information on market trends and industry competitors.
§ Work in close consultation with all clients to tailor financial strategies to meet their individual needs and both
short and long term objectives.
§ Create and organize sales plan designed to acquire new clients, generate leads and grow the business.
Responsible of leading and developing a team of 25 Relationship managers RMs, by ensuring the delivery of overall team revenue, market coverage, quality service and operational risk objectives.
▪ Ensure that the team meets agreed business targets for business development and ensure that each RM is working to a personal business development plan and is on track to meet objectives. Responsible of leading and managing key client relationships within the team and ensuring that a Client Plan is followed for each key client.
▪ Ensure that service, operational risk and compliance standards are maintained within the team.
▪ Work with Regional Heads and business partners to develop and grow the business by identifying products
and market development opportunities and helping to realize them.
▪ Protect the bank by ensuring the highest standards of rigor in client due diligence, operational risk manage- ment and client advices and servicing are followed.
▪ Work with colleagues in Corporate, SME, Priority and other areas of the bank to originate new private bank clients, pass leads from private bank to other areas, and to present an overall one bank capability to the mar- ket.
etain and expand new and existing customer relationships.
▪ Contribute directly to the success of the branch by maximizing the depth and profitability of the customer's relationship through partnering with sales specialists in Retail Lending, Small Business, Investments, Chase at Work and other product areas.
▪ Acquire and deepen relationships with clients through comprehensive needs based on selling of Investment products.
▪ Prospect in the assigned territory to bring in new business customers, and develop and work with Centers of Influence to expand the customer base.
▪ Responsible for developing and servicing relationships with high-end small businesses and complex accounts resulting in P&L growth.
▪ Profile new and existing business clients to ensure cross-sell of deposits, credit, and other bank products.
▪ Follow up on all business accounts to ensure the full opportunity has been captured. Typical portfolio consists
of approximately 75 - 100 customers.
Develop, manage and expand personal customer relationships, which may include managing a portfolio that comprises small or less complex customer relationships at service levels that meet or exceed customer expec- tations.
▪ Initiate contact with more profitable current and potential customers to discuss their financial requirements; sell appropriate core financial services products, including insurance and investment products,
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▪ Identify cross-sell opportunities through proper usage of Individual Reviews, including identifying opportu- nities to refer quality investment and insurance leads to the Financial Advisor and Premier-eligible relation- ships.
▪ Ensure adherence to established customer interaction standards for every transaction, including meeting or exceeding standard mystery shop scores.
▪ Represent the Company on community organizations and activities to enhance the Company's image and pro- mote and develop additional business through the development and expansion of referral sources.
esponsible for the overall good maintenance of accounting books and system,
▪ Ensure compliance with organizational financial policy as well as statutory financial requirements,
▪ Prepare monthly and annual financial reports,
▪ Oversee the overall management of loans and savings data into Loan Performer with the assistance of the IS Manager.
▪ Maintain and operate bank accounts of the organization so as to ensure efficient management of the organiza- tion’s financial resources.
▪ Forecast cash flow requirements and, in consultation with the General Manager, request inter-bank transfers to meet cash needs.