Private Bank Specialist
2 weeks ago
We are seeking a dedicated and results-driven Private Bank Specialist to join our team at Rory Mackie & Associates.
Key Responsibilities :
- Developing and implementing comprehensive financial plans tailored to each client's unique needs.
- Maintaining accurate and up-to-date client records.
- Conducting regular reviews to assess clients' financial progress and make adjustments as necessary.
- Sourcing new business opportunities through Private Bank marketing and referrals.
Requirements :
- Relevant tertiary qualification in a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a team environment.
What We Offer :
- A competitive salary package.
- Ongoing training and development opportunities.
- A collaborative and dynamic work environment.
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