Private Client Advisor
Core
Proactively grow the balance sheet of allocated customers, deliver wealth creation education, and increase vertical sales index through contextual Money Management principles.
Role type
Private Client Advisor (Sales/Service)
Builds
Banking and financial solutions across an allocated portfolio of clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client relationship building, digital client reviews, complex product consultation, lead generation, portfolio management, regulatory compliance
Preferred skills
ability to build trust-based relationships, service excellence culture contribution
Responsibilities
Consult with SMEs on complex products, execute opportunities to expand the customer base with creditworthy customers, manage existing clients to generate new leads, ensure growth in the active customer account base, comply with statutory and governance requirements