Client Relationship Officer, Private Banking

Our client are seeking a Client Relationship Officer, Private Banking to join their team. 

As a CRO, you will be responsible for developing your own dedicated client base and acting as the clients’ primary contact with the Bank in the capacity of their trusted advisor. Activities may include the promotion, recommendation and arranging of banking and investment products and services.

Responsibilities and duties as a CRO:    

  • Acquire and develop agreed levels of profitable client relationships and bring on net new assets to the Bank, with a view to growing and improving business and to deliver the Bank’s value proposition to clients and prospects
  • Comply with all relevant policies, standards and procedures in respect of clients, clients’ information, and reporting and other obligations in respect of that information.  
  • Keep up with economic, political and cultural developments in relevant client markets
  • Cross-sell other products and services as appropriate

Required competencies:

  • Market and political awareness
  • Organised; able to work under pressure to ensure that deadlines are met
  • Good time management skills
  • Excellent verbal and written communication skills
  • Complete discretion concerning clients and Bank activities
  • Self-motivated, with the ability to work well within a team
  • Logical and analytical
  • Willingness and ability to travel for short periods abroad if appropriate

For more information, please contact Stu on 707816 or email your CV to

Private Banking
Job Posted: 
Wed, 05 Jun 2024
Closing Date: 
Tue, 03 Sep 2024

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