Overview
SUMMARY
This role involves guiding prospective clients through comprehensive financial planning to drive new business growth. You will be responsible for acquiring new relationships by building trust, understanding client needs, and providing tailored advice on asset allocation, investment management, and wealth planning.
Additionally, you will oversee ongoing portfolio management, including loan and depository account maintenance, ensuring solutions align with clients' short- and long-term goals. Strict adherence to risk, regulatory, and security policies is essential.
The position requires a minimum of ten years' experience in Private Banking or Financial Services, a bachelor’s degree, proven sales success, and strong business acumen. Preferred qualities include proactive problem-solving, exceptional communication, organizational skills, and a client-centric approach.
The role offers opportunities to leverage a collaborative platform, specialized resources, and professional development to help clients achieve their financial ambitions.