Banking Advisor Affluent

Description

To support the proactive management of affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The job focuses on identifying opportunities to onboard new clients and expand relationships with existing ones.

Are you someone who can:

Provide sound services and recommendations based on customer and client needs, current information, and trends.

Provide an efficient administration service through careful and timeous 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.

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