6+ Private Bank Job Roles for Banking

1. Relationship Manager (RM) A relationship manager role involves maintaining and expanding a portfolio of high-value customers, providing financial advice, and ensuring client satisfaction. 2. Personal Banker Personal banker duties include handling day-to-day banking needs of customers, opening accounts, managing deposits, and cross-selling bank products. 3. Credit Analyst A credit analyst job focuses on assessing loan applications, evaluating financial statements, and determining creditworthiness. 4. Investment Banker An investment banking career includes raising capital for clients, managing mergers and acquisitions, and offering strategic financial advice. 5. Loan Officer / Sales Executive Responsible for promoting loan products, meeting sales targets, and assisting customers through the application process. 6. Branch Operations Manager Oversees branch operations, compliance, and service quality while managing staff and resources. 7. Customer Service Executive (CSE) Handles customer queries, processes requests, and ensures timely resolution of complaints. 8. Digital Banking Officer Manages private banking career path initiatives in online and mobile banking, ensuring seamless digital service delivery.