Senior Private Banker

Senior Private Banker Jobs in Lusaka at Zambia National Commercial Bank Plc

Zambia National Commercial Bank Plc (Zanaco) invites qualified and experienced professionals to apply for the position of Senior Private Banker in Lusaka, Zambia. This role is critical in driving the growth and profitability of the Private Banking portfolio within the Commercial Division under the Retail Banking Department at Agora Lounge. If you are passionate about delivering personalised financial solutions and building lasting client relationships, explore this exciting full-time opportunity.

Role Overview for Senior Private Banker Jobs in Lusaka

The Senior Private Banker will lead client relationship management, new business acquisition, and support Private Bankers in providing tailored financial advice. Acting as a primary contact for high-value clients, you will assess their financial needs and recommend appropriate banking, investment, credit, and estate-planning products while ensuring compliance with regulatory standards. Additionally, you will cultivate strategic partnerships that enhance the Private Banking value proposition and contribute to Zanaco’s long-term objectives.

Key Responsibilities

• Take full accountability for the assigned Private Banking portfolio’s balance sheet, revenue, profitability, and achievement of financial targets.
• Coordinate and manage client relationships through Private Bankers, monitoring sales and service activities while providing coaching to improve portfolio performance.
• Acquire, profile, and onboard high-net-worth clients by evaluating their financial circumstances, goals, and transactional needs.
• Develop trusted, personalised relationships with clients, ensuring timely and differentiated service delivery.
• Recommend appropriate banking, credit, cash management, investment, insurance, and estate-planning solutions based on thorough client risk assessments.
• Drive cross-selling, deep-selling, and upselling of Zanaco’s products and services to maximise portfolio value.
• Set and monitor referral, acquisition, portfolio growth, and cross-selling targets, implementing corrective actions as necessary.
• Maintain strategic alliances and client engagement initiatives that support acquisition and retention.
• Provide clients with market insights by scanning local and global financial trends and developments.
• Ensure all client requests and complaints are handled promptly within agreed service levels.
• Maintain compliance with KYC, AML, banking regulations, and internal policies across all accounts and transactions.
• Prepare accurate performance reports and share insights on portfolio growth, risks, and opportunities with management.
• Support team development through knowledge sharing, training, and performance reviews.

Qualifications and Experience

• Grade 12 Certificate with credit or better in Mathematics and English, plus three additional subjects.
• University degree in Accountancy, Business Finance, Business Administration, Marketing, or a related business field.
• Minimum of five years’ experience in banking, relationship management, private banking, or investment management.
• At least two years’ experience in a leadership or team coordination role.
• Proven ability to profile clients, assess complex financial needs, and recommend suitable private banking solutions.
• Strong understanding of retail banking products, KYC, AML, banking regulations, and customer protection standards.
• Ability to interpret market trends and financial data to guide client and business decisions.
• Knowledge of bank products, service channels, people policies, and complaint-handling processes is an advantage.

Core Competencies

• Strategic leadership and team coordination
• Sales, persuasion, and relationship management skills
• Customer service orientation with strong client focus
• Networking and stakeholder engagement capabilities
• Analytical thinking and problem-solving aptitude
• Results-driven with effective performance monitoring
• Excellent verbal and written communication
• Presentation, facilitation, and teamwork skills

How to Apply

Interested candidates are encouraged to submit their applications online via the official Zanaco careers portal:
Apply Here.

Additional Information

This is a full-time position based in Lusaka, Zambia. Zanaco is committed to equal employment opportunities and encourages qualified women to apply. Only shortlisted candidates will be contacted.

How to Apply

Apply using the following link: https://careers.zanaco.co.zm/jobs/3491cb9c-f3e2-4307-8566-5cc8b5c7b5f9