Financial Advisor
Core
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive advice on everyday banking, investments, and credit.
Role type
Financial Advisor (Personal & Commercial Banking)
Builds
Client relationships and financial solutions for personal and business needs
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Client relationship management, Financial planning, Credit and investment advice, Sales, Digital literacy, Regulatory compliance
Preferred skills
Second language, Local community networking
Technologies
Smartphones, tablets, laptops
Responsibilities
Uncover client needs and deliver client-centric advice, Collaborate with partners to meet complex financial needs, Educate clients on digital self-service tools, Build trust and maintain long-term relationships, Implement strategies for new client acquisition and retention, Address complex credit and investment requirements