Banking Advisor Private Client

Job Description

To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Key Responsibilities

• Contribute to a culture of service excellence, building positive relationships and providing exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business.
• Ensure effective management of the leads pipeline.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster a...