Banking Advisor Wealth-3

Responsibilities

• 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.
• Act responsibly with work‑related resources to contribute to cost containment.
• Achieve expected financial targets and uphold associated service levels.
• Deliver exceptional and high‑quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Develop and manage ke...