Job Description

• To be responsible for delivering tailored financial solutions to high-net-worth clients, engage directly with clients to understand their unique financial needs and objectives.
• Provide in-depth knowledge in specific banking products (lending, deposits, cash management).
• Develop customised banking solutions for complex client needs.
• Staying current on regulatory changes affecting banking products.
• Serve as the technical expert for sophisticated banking arrangements.
• Structure sophisticated credit facilities (unsecured loans, lines of credit).
• Arrange specialised mortgages for luxury properties or complex ownership structures.
• Create custom deposit solutions with preferential rates.
• Implement cash management strategies for non-trading entities.
• Facilitate foreign currency transactions and international banking needs.
• Work alongside other specialists during client meetings.
• Explain technical aspects of banking solutions to clients.
• Help resolve complex banking issues or service concerns.
• Provide quick response to time-sensitive client banking requests.

End Date: September 4, 2025