AVP-VP, Privilege Banking Client Advisor (Onshore Market)
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 Individual Contributor (Privilege Banking Client Advisor)
Builds
Long-term client relationships and tailored financial/investment solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, investment product sales, wealth management product knowledge, AML/KYC processes, regulatory compliance (FAA)
Preferred skills
AML/KYC processes within retail banking
Technologies
N/A
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