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
Cantonese or Mandarin language skills, Local community networking
Technologies
Digital banking platforms, Mobile devices, Tablets, Laptops
Responsibilities
Uncover client needs and deliver client-centric advice, Collaborate with partners in financial planning, retirement, and mortgages, Educate clients on digital self-service tools, Build trust and maintain long-term client relationships, Implement strategies for new client acquisition and retention