Private Banking/Wealth Acquisition Officer at Ultraviolet Microfinance Bank

A reputable organization seeks a dedicated individual for this role. Responsibilities - Identify and onboard high-net-worth individuals and affluent customers. - Mobilize and manage large-value deposits and investment funds. - Promote private banking, savings, investment, and treasury products. - Achieve assigned deposit and revenue targets. - Build and maintain long-term relationships with private banking clients. - Serve as the primary point of contact for assigned HNI customers. - Provide personalized banking solutions tailored to clients’ financial goals. - Conduct regular portfolio reviews and client engagement meetings. - Advise clients on suitable savings, fixed deposit, investment, and loan products. - Cross-sell banking services such as loans, e-channels, and payment solutions. - Educate clients on available products and market opportunities. - Identify credit needs of private banking clients. - Support loan application processes and documentation. - Monitor credit facilities to ensure timely repayment. - Ensure full compliance with KYC, AML/CFT, and regulatory guidelines. - Maintain accurate documentation and customer records. - Protect customer confidentiality and uphold ethical standards. Check how your CV aligns with this job