Private Banking Financial Advisor
7 days ago
We are seeking a highly skilled and motivated individual to join our team as a Senior Financial Planning Specialist.
In this role, you will be responsible for providing comprehensive financial and estate planning advice to Private and Business Banking Clients, using your expertise to create personalized plans that meet their objectives.
A successful candidate will possess exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
This is an excellent opportunity for someone looking to make a meaningful impact in the financial services sector, working closely with high-net-worth individuals and businesses.
Key Responsibilities:
- Providing financial planning advice to Private and Business Banking Clients
- Staying up-to-date with industry developments and regulatory requirements
- Developing and maintaining relationships with clients and colleagues
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