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Director / Associate Director, Private Banking
Responsibilities Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business Manage a client base of high net worth individuals to achieve business penetration and portfolio growth Work in a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners Provide solutions on the basis of advice that solidify long term relationships, while exploring and capturing additional business opportunities Ensure all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards Requirements
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