Financial Advisor
Core
Advise families on building, preserving, and managing wealth through investments, financial planning, credit, and banking.
Role type
Senior Private Banking Financial Advisor
Builds
Client wealth strategies and new client acquisition
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking experience, ultra-high net worth client management, Latin American market expertise, sales success, business acumen, holistic goals-based planning, regulatory compliance
Preferred skills
MBA, CFP certification
Technologies
N/A
Responsibilities
Manage and maintain relationships with clients by understanding needs and providing targeted advice; Generate business results and acquire new assets; Advise clients on asset allocation, investment management, wealth planning, and insurance; Partner with internal specialists for interdisciplinary expertise; Ensure solutions fulfill client objectives; Adhere to risk and control policies; Travel to regions to engage with clients and prospects.
Seniority
Senior, hands-on IC