Banking Advisor Affluent
Core
Proactively manage a portfolio of FNB Private Clients by providing analysis, research, and sales service fulfillment to identify new opportunities and grow existing client portfolios.
Role type
Banking Advisor (Affluent/Private Clients)
Builds
Banking services and financial solutions for affluent private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
stakeholder management, sales and service fulfillment, portfolio analysis, lead pipeline management, financial reporting, regulatory compliance, business development
Preferred skills
proactive client engagement, innovative problem solving, cost containment, collaboration across groups
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 portfolio analysis; achieve financial targets; identify opportunities to expand customer base; ensure growth of active customer account base; deliver exceptional advice; develop key stakeholder relationships; comply with statutory and governance requirements.
Seniority
Mid-level, hands-on IC