Banking advisor Wealth
Core
Proactively manage a portfolio of affluent clients by providing analysis, research, sales, and service fulfillment to identify growth opportunities and grow the client base.
Role type
Banking Advisor (Private Banking & Advisory)
Builds
Financial services solutions and client portfolios for affluent individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
stakeholder management, sales, lead pipeline management, financial services marketing, performance assessment, regulatory compliance, financial planning, cost management, customer relationship management
Preferred skills
curiosity, mastery orientation, innovation, proactive problem solving
Technologies
Financial Advisory and Intermediary Services Act (FAIS) compliance systems, reporting tools
Responsibilities
Manage existing clients and generate new leads, market financial services solutions, ensure effective management of the leads pipeline, develop collaborative relationships across the franchise, provide sound services and recommendations based on client needs, achieve expected financial targets, comply with statutory and governance requirements
Seniority
Junior to Mid-level (2-3 years experience)