Personal Wealth Banker
Core
Building and maintaining strong customer relationships while providing comprehensive financial advice and selling banking products to meet individual needs and sales targets.
Role type
Personal Wealth Banker (Sales IC)
Builds
Deposits, loans, investments, insurance, and digital banking solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advice, cross-selling, relationship management, regulatory compliance, sales target achievement, market trend analysis
Preferred skills
Investment licenses, Microsoft Office proficiency
Responsibilities
Proactively engage with customers to understand financial goals, offer and cross-sell banking products, process transactions accurately, identify and escalate complex issues, maintain customer records, participate in branch marketing
Seniority
Mid-level, hands-on IC