Banking Advisor Wealth
Core
Proactively manage a portfolio of Private Wealth Clients by providing analysis, research, and sales service fulfillment to identify growth opportunities.
Role type
Private Banking Advisor
Builds
Client portfolios and new client acquisition
Domain
Banking / Private Wealth
Deliverable
client delivery
Required skills
portfolio management, stakeholder management, sales, financial analysis, reporting, lead pipeline management, regulatory compliance
Preferred skills
credit assessment, innovation in service delivery
Technologies
N/A
Responsibilities
Provide sound services and recommendations based on client needs and trends; compile reports to track progress and guide business decisions; manage leads pipeline; support sales through client portfolio analysis; achieve financial targets; identify opportunities to expand customer base; ensure growth by managing existing clients and generating new leads; comply with statutory and governance requirements; develop key stakeholder relationships.
Seniority
Mid-level, hands-on IC