Banking Advisor Wealth

Job Overview Assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through provision of analysis, research, sales and service fulfilment, with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Responsibilities Provide sound services and recommendations based on customer and client needs, current information, and trends. Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information. Compile reports that track progress and guide business to make informed decisions. Ensure effective management of the leads pipeline. Support sales through analysis of client portfolio and pro‑active client engagement. Assist with profit growth for the business through sales and acquisition of new clients. Achieve expected financial targets and uphold associated service levels. I...