Banking Advisor Private Wealth

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment.

Requirements

• Contribute to a culture of service excellence
• Understand and market all financial services solutions
• Assist with profit growth for the business
• Ensure effective management of the leads pipeline
• Develop, encourage and nurture collaborative relationships
• Continuously assess own performance and seek feedback
• Contribute to innovation by finding faster and more accurate ways of working
• 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
• Provide sound services and recommendations based on customer and client needs

Benefits

• Opportunities to network and collaborate
• Challenging working opportunities to innovate