About the Role
The CPC Relationship Banker is a seasoned professional role that leverages in-depth disciplinary knowledge to contribute to the development of new techniques and the improvement of processes and workflows within the area or function. This role integrates subject matter and industry expertise while requiring a comprehensive understanding of how areas collectively integrate within the sub-function, contributing to the objectives of the function and the overall business. The banker will evaluate moderately complex and variable issues with substantial potential impact, needing to develop an approach or take action by weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Strong analytical skills are necessary to filter, prioritize, and validate potentially complex and dynamic material. Excellent communication and diplomacy skills are required, as well as an ability to regularly assume an informal or formal leadership role within teams. The CPC Relationship Banker is also involved in the coaching and training of new recruits, with a significant impact on project size and geography by influencing decisions through advice, counsel, and facilitating services to others in their area of specialization. The work and performance of all teams in the area are directly affected by the individual's performance.
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Responsibilities:
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Client Account Management
- Review CPC customer needs and asset allocation; proactively engage with customers to validate understanding of those needs.
- Advise CPC customers to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs.
- Review product penetration for the assigned client base and identify potential CPC customers for tailored product sales.
- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Organize CPC customer events to enhance customer bonding.
- Acquire new CPC customers by converting referral leads.
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Compliance, Risk & Controls
- Ensure strict adherence to KYC/AML and other compliance norms.
- Provide an exceptional client experience by fulfilling clients’ needs, measured by specific metrics.
- Appropriately assess risk when making business decisions, considering the firm's reputation and safeguarding the company, its clients, and assets.
- Drive compliance with applicable laws, rules, and regulations, adhere to policy, apply sound ethical judgment regarding personal behavior, conduct, and business practices, and escalate, manage, and report control issues with transparency.
Qualifications:
- 5-8 years of experience in a relevant field.
Education:
- Bachelor’s/University degree or equivalent experience.
Job Family Group:
Private Client Coverage
Job Family:
Relationship Banker
Time Type:
Full time
Most Relevant Skills:
Refer to the qualifications listed above.
Other Relevant Skills:
For complementary skills, refer to the qualifications listed above.
