Private Wealth Advisor
Core
Deliver foundational strategies for wealth creation, accumulation, and protection for Private Wealth clients while driving sales growth and retention.
Role type
Private Wealth Advisor
Builds
Banking and financial solutions across an allocated portfolio of clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
fiduciary advisory, philanthropy planning, revenue growth, client portfolio management, compliance adherence, process improvement
Preferred skills
cross-functional collaboration, service excellence
Responsibilities
Identify local and offshore fiduciary opportunities, advise on client philanthropy, provide banking and financial solutions, conduct client reviews, achieve revenue and profit targets, ensure compliance with legislative and audit requirements, prevent wastage and identify process improvements
