Private Banking Relationship Specialist
2 weeks ago
A Financial Services Advisor is needed to drive Private Banking growth by building strong relationships and delivering exceptional client service. This role involves developing and executing sales strategies to meet revenue targets and enhance Asset Under Management (AUM).
Main Responsibilities:
- Sales Effectiveness: Implement a structured sales approach to create a robust sales pipeline and achieve consistent sales results.
- Risk Management: Identify and mitigate potential risks, ensuring clients receive a comprehensive assessment of risk and return.
- Compliance and Regulatory Awareness: Maintain up-to-date knowledge of regulatory requirements, including KYC and anti-money laundering.
- Client Communication: Develop and maintain strong relationships with clients through effective communication and regular updates on their investments.
Essential Qualifications:
- Bachelor's Degree or equivalent.
- Proven understanding of financial markets and products.
- Strong sales and communication skills.
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