Private bankers manage money and oversee the financial activities of clients, also they provide various banking services such as personal cash management, investment management, and interest services. They usually work for large banks or investment sectors. The job duties and responsibilities of a private banker includes consulting clients regarding financial requirement, recommending product and services …
A relationship banker is also known as a personal banker and it is their duty to sell financial services including personal accounts, business accounts, loans and investment to clients. They need to have a broad knowledge of all products and services offered by the bank and assist clients with their usage that could improve their …
An investment banker’s main job is to evaluate companies and assist clients in raising capital. They issue and sell securities to raise capital and suggest client’s investment opportunities. The job duties and responsibilities of an investment banker include conducting strategic research, issuing debt and sell equity to raise capital, manage private equity placements, discover potential …
A professional banker will be employed at a high street bank and they perform a day-to-day financial transaction and other services of their branches. To become a successful professional banker, they must possess educational credentials, networking ability, and affability. The job duties and responsibilities of a professional banker involves recruiting training and supervising banking staff, …
Personal banker’s primary task involves managing customer’s bank account and finance, also advising clients on financial services and reaching out to customers to sell out their services. They have to maintain a long term relationship with clients. A personal banker job duties involve helping customers in various bank services to meet their needs, managing customer …
