Banking Wealth Advisor
Core
Proactively manage a portfolio of Private Wealth Clients by providing analysis, research, and sales service fulfillment to identify opportunities for banking new clients and growing existing portfolios.
Role type
Private Wealth Advisor
Builds
Banking new clients and growing a portfolio of existing clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
stakeholder management, financial analysis, sales, client portfolio management, lead generation, regulatory compliance, reporting, business development
Preferred skills
innovation, performance self-assessment, collaborative relationship building
Responsibilities
Manage key stakeholder relationships, compile progress reports, manage leads pipeline, support sales through client portfolio analysis, market financial services solutions, ensure compliance with statutory and governance requirements
Seniority
Individual Contributor