Banking Advisor Wealth
Core
Proactively manage a portfolio of Private Wealth Clients by providing analysis, research, and sales to identify opportunities for banking new clients and growing existing portfolios.
Role type
Banking Advisor (Private Wealth)
Builds
Banking services and financial solutions for private wealth clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
stakeholder management, sales, client portfolio analysis, lead generation, financial reporting, regulatory compliance
Preferred skills
FAIS accreditation
Technologies
N/A
Responsibilities
Manage existing clients and generate new leads, deliver high-quality financial advice and solutions, compile progress reports, ensure effective management of the leads pipeline, support sales through proactive client engagement, comply with statutory and governance requirements.
Seniority
Mid-level, hands-on IC