Banking Advisor Wealth
Core
Proactively manage a portfolio of Private Wealth clients by providing analysis, research, and sales support to identify new banking opportunities and grow existing client portfolios.
Role type
Banking Advisor (Private Wealth)
Builds
Client portfolios and new banking relationships
Domain
Banking / Private Wealth
Deliverable
client delivery
Required skills
portfolio management, client engagement, sales support, financial analysis, stakeholder management, lead pipeline management, regulatory compliance
Preferred skills
credit assessment, business growth strategies, service excellence
Technologies
financial reporting tools, CRM systems
Responsibilities
Provide sound services and recommendations based on client needs and market trends; compile reports to track progress and guide business decisions; manage the leads pipeline; support sales through portfolio analysis and proactive engagement; assist with profit growth via new client acquisition; achieve financial targets and service levels; identify opportunities to expand the customer base; ensure cost containment; deliver high-quality advice; develop key stakeholder relationships; comply with statutory and governance requirements.
Seniority
Junior to Mid-level, hands-on IC