Client Advisor
Core
Lead manager for developing and growing relationships with affluent and high net worth clients, providing financial advisory services and investment solutions.
Role type
Senior IC financial advisor (wealth management)
Builds
Financial and investment solutions for affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, investment product sales, wealth management product knowledge, AML/KYC processes, regulatory compliance
Preferred skills
AML/KYC processes within retail banking
Technologies
CMFAS certifications (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI, RES1B, RES2B, RES5)
Responsibilities
Develop and grow Privilege client relationships, provide timely information and recommendations fitting client requirements, ensure proper advisory procedures and documentation
Seniority
Mid-Senior, hands-on IC