Private Banking Advisor Private Affluent

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 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
• 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 and find 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

Benefits

• Opportunities to network and collaborate
• Challenging Working Opportunities to innovate