Banking Advisor Affluent

Job Overview

Support the proactive management of an affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The role focuses on identifying opportunities to onboard new clients and expand relationships with existing ones.

Responsibilities

• Partner with Private Bankers to deliver insightful analysis and conduct research.
• Ensure the seamless execution of sales and service activities.
• Identify opportunities to onboard new affluent clients and expand relationships with existing ones.
• Contribute to a culture of service excellence by building positive relationships and providing exceptional service.
• Market and understand all financial services solutions within the relevant business offering.
• Assist with profit growth and manage the leads pipeline.
• Develop, encourage, and nurture collabora...