Private Wealth Advisor
Core
Deliver foundational strategies for wealth creation, accumulation, and protection for Private Wealth clients while driving sales growth and retention.
Role type
Private Wealth Advisor
Builds
Banking and financial solutions across an allocated portfolio of clients
Domain
Private Wealth / Financial Services
Deliverable
client delivery
Required skills
Money Management principles, fiduciary advisory, client philanthropy strategy, revenue growth, banking solutions, compliance adherence, client review management, cost containment
Preferred skills
Collaborative relationship building, process improvement, holistic advice
Responsibilities
Identify local and offshore fiduciary opportunities, participate in professional development activities, build cross-team relationships, identify revenue growth opportunities, provide banking and financial solutions, develop collaborative relationships across the FRG, ensure compliance with legislative and audit requirements, conduct client reviews, deliver customer service excellence, prevent wastage and identify process improvements, achieve revenue and profit targets
