Banking Advisor Wealth
Core
Pro-actively manage a portfolio of affluent clients through analysis, research, sales, and service fulfilment to identify opportunities for banking new clients and growing existing portfolios.
Role type
Wealth Banking Advisor (Private Banking support)
Builds
Financial services solutions and client portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
stakeholder management, sales, financial services analysis, lead pipeline management, regulatory compliance
Preferred skills
building trust-based relationships, customer base growth
Responsibilities
Manage a portfolio of affluent clients, build and manage stakeholder relationships, market financial services solutions, assist with profit growth through lead pipeline management, produce high-quality outputs within deadlines.
Seniority
Mid-level (3-5 years experience)