Client Advisor - PCP 1
Core
Drive branch sales and portfolio growth for Privilege Banking clients with investible assets below a specific threshold, focusing on securities and investment products.
Role type
Privilege Banking Client Advisor
Builds
Bank product portfolios and customer relationships for retail/consumer banking segment
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Securities sales license, relationship management, promotional campaign execution, cross-selling, revenue maximization
Preferred skills
None stated
Technologies
None stated
Responsibilities
Support promotional activities, enhance customer relationships, refer customers to other areas, maximize revenues and minimize operational losses
Seniority
Individual Contributor
Sourced via workday · Listed on CareerPlan, which tracks 854,000+ jobs from 20+ sources.