Banking Advisor Private Client

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.

Requirements

• Contribute to a culture of service excellence
• Understand and market all financial services solutions
• Ensure effective management of the leads pipeline
• Develop, encourage and nurture collaborative relationships
• Continuously assess own performance and seek timely feedback
• Contribute to innovation
• Provide an efficient administration service
• Develop and manage key stakeholder relationships
• Deliver exceptional and high-quality service
• Act responsibly with work related resources
• Ensure growth and increase in customer base
• Comply with relevant statutory, legislative, policy and governance requirements