Banking Wealth Advisor

Description

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.

Act responsibly with work related resources in order 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 opportunity for feedback and exceptional service.

Provide sound services and recommendations based on customer and client needs, current information and trends.

Develop and manage key sta...

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