Banking Advisor Wealth

Responsibilities

• Proactively manage a portfolio of Private Wealth Clients with the Private Bankers team, providing analysis, research, and sales and service fulfilment to identify opportunities for new clients and to grow existing relationships 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, high‑quality advice that exceeds customer expectations through proactive, innovative, and appropriate solutions.
• Contribute to a culture of service excellence, building positive relationships and encouraging feedback.
• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Develop and manage key stakeholder relationships that enable operational objectives to be met.
• Ensure growth a...