Private Banking Advisor, AS
Core
Enhance savings account portfolio value through cross-selling investments, insurance, and mortgages to acquire new clientele and deepen existing relationships.
Role type
Senior Private Banking Advisor (Individual Contributor)
Builds
Client portfolios, fee income, and third-party distribution sales (insurance, auto loans, mortgages)
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client acquisition, relationship building, cross-selling, risk profiling, holistic investment advice, regulatory compliance, English communication
Preferred skills
Knowledge of Wealth Management, Mutual Funds, PMS, Insurance, AI tools for productivity
Technologies
AI tools
Responsibilities
Execute micro-events for new client acquisition, grow savings portfolio, establish synergies for investment and insurance sales, build momentum for third-party distribution, ensure risk profiling, implement customer contact programs, monitor average revenue per customer
Seniority
Senior, hands-on IC