CBO - Concierge Banking Officer

OVERVIEW

The Concierge Banking Officer is responsible for delivering personalized, high-touch banking services to High Net Worth (HNW) individuals and families. This role acts as a single point of contact for clients, ensuring a seamless and exceptional experience across a wide range of banking and financial services. The ideal candidate has strong relationship management skills, in-depth knowledge of financial products, and the ability to anticipate and meet the complex needs of affluent clientele.

ESSENTIAL DUTIES AND RESPONSIBILITES include the following.

• Serve as a dedicated relationship manager for HNW clients, delivering white-glove high touch service across all banking needs
• Develop and maintain deep relationships with clients to understand their financial goals, preferences, and service expectations
• Provide personalized concierge services including account management, transaction support, travel assistance, and access to exclusive banking privileges
• Collaborate with internal departments
• Proactively identify opportunities to deepen client relationships and refer clients to appropriate specialists as needed
• Ensure compliance with all regulatory and internal policies during client interactions and transactions
• Resolve client issues and inquiries efficiently, maintaining the highest standards of service and confidentiality
• Organize exclusive client events or experiences to build loyalty and engagement

SUPERVISORY RESPONSIBILITIES

This job does not have managerial responsibilities.