Banking Advisor Affluent

Job Description To support the proactive management of affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The job focuses on identifying opportunities to onboard new clients and expand relationships with existing ones. Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service. Understand and market all financial services solutions within the relevant business offering. Assist with profit growth for the business through. Ensure effective management of the leads pipeline. Develop, encourage and nurture collaborative relationships across the FRG. Continuously assess own performance, seek timely and clear feedback and request training where appropriate. Contribute to innovation by finding faster and more accurate ways of working. Provide an efficient administration service thr...