Private Banker Specialist
Core
Deliver exceptional service to Affluent clients by building well-balanced portfolios tailored to their financial needs and increasing share of wallet.
Role type
Private Banker Specialist
Builds
Personalized financial advice and solutions for Affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial Advisors expertise, Client relationship management, Sales and Comercial Acumen, Risk Assessment, Market awareness, Strategic Planning, Regulatory and Compliance Kowledge, Negotatiation Skills, Tech-Savviness
Preferred skills
Collaboration, Effective Communication
Technologies
N/A
Responsibilities
Provide personalized advice and solutions to optimize client savings; Co-create commercial strategy for the Affluent segment; Act as first line of defense ensuring adherence to policies and regulatory standards
Seniority
Mid-Senior, hands-on IC