New Employment Opening At Calbank PLC

There is an employment opportunity at Calbank. The bank is hiring a driven professional to build strong client relationships and grow business opportunities as a Personal Relationship Officer. The title holder is going to work in the department of Platinum Banking in Accra. He or she will report directly to the Head, Platinum Banking

Key Functions:

1. Client Relationship & Engagement

• Serve as the dedicated contact for Platinum/High Net-Worth clients, ensuring a personalized banking experience.
•  Build deep, long-term relationships by anticipating client needs and providing proactive financial solutions.
• Deliver exceptional service standards tailored to affluent client expectations.

2. Wealth & Portfolio Advisory ·

• Support clients with wealth management, investment, and portfolio diversification guidance. ·
•  Collaborate with internal wealth managers and investment teams to deliver holistic financial solutions.
•  Facilitate access to exclusive products, services, and opportunities designed for high-value clients.

3. Credit & Lending Solutions

• Assess and recommend bespoke credit facilities suited to client profiles.
• Provide guidance on structured lending, mortgages, or business financing for affluent clients. ·
• Monitor client portfolios to proactively address risks or opportunities.

Education & Experience

• A minimum of a bachelor’s degree in business administration, Banking & Finance, Economics, Accounting, or a related field from a recognized university.
• A master’s degree in finance, Wealth Management, or related disciplines will be an added advantage

• At least 5 years of Banking experience with 2 years in a supervisory role

Documents Required: