Banking Advisor Wealth
Core
Proactively manage a portfolio of Private Wealth Clients by providing analysis, research, and sales support to identify growth opportunities and deliver high-quality financial advice.
Role type
Private Wealth Banking Advisor
Builds
Financial services solutions and client portfolios for private wealth clients
Domain
Banking / Private Wealth
Deliverable
client delivery
Required skills
stakeholder management, financial analysis, sales and acquisition, lead pipeline management, regulatory compliance, reporting, client engagement, performance self-assessment
Preferred skills
innovation in workflows, collaborative relationship building
Responsibilities
Manage existing clients and generate new leads, provide sound recommendations based on client needs and market trends, compile progress reports, ensure effective leads pipeline management, support sales through portfolio analysis, comply with statutory and governance requirements, contribute to cost containment and profit growth.
Seniority
Individual Contributor
