Affluent Client Advisor
Core
Drive branch sales and portfolio growth for clients with investible assets below the private banking threshold by selling securities and investment products.
Role type
Privilege Banking Advisor
Builds
Bank products and investment portfolios for affluent clients
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Securities licensing, sales, customer relationship management, portfolio growth, revenue maximization, customer retention
Preferred skills
Promotional campaign support, cross-selling, operational loss minimization
Responsibilities
Support promotional activities, enhance customer relationships, refer customers to other banking areas, maximize revenues and minimize operational losses
Seniority
Individual Contributor
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