Banking Advisor Wealth
Core
Manage a portfolio of RMB Private Wealth Clients by providing analysis, research, and sales service fulfillment to identify growth opportunities.
Role type
Banking Advisor Wealth (Private Wealth)
Builds
Banking new clients and growing a portfolio of existing clients
Domain
Banking / Private Wealth
Deliverable
client delivery
Required skills
stakeholder management, lead pipeline management, client portfolio analysis, proactive client engagement, sales acquisition, financial target achievement, regulatory compliance, business reporting, cost containment, service excellence, innovation, relationship development
Preferred skills
N/A
Technologies
N/A
Responsibilities
Provide sound services and recommendations based on customer needs and trends; compile reports to track progress and guide business decisions; manage leads pipeline; support sales through client portfolio analysis; assist with profit growth via new client acquisition; achieve financial targets; identify opportunities to expand customer base; manage existing clients to increase account base; ensure responsible use of resources; deliver high-quality advice; contribute to service excellence culture; develop key stakeholder relationships; comply with statutory and governance requirements; contribute to innovation; market financial services solutions; assess performance and seek feedback.
Seniority
Mid-level, hands-on IC