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Private Wealth Advisor
1 week ago
As a valued member of our Personal Banking Team, you will be responsible for:
Delivering Exceptional Client ExperiencesEnsuring that all client interactions are characterized by exceptional quality, timeliness and professionalism.
Identifying Growth OpportunitiesContinuously analyzing client data and market trends to identify opportunities for growth and development.
Developing Strong RelationshipsEstablishing and maintaining strong relationships with clients, colleagues and other stakeholders to drive business growth and success.
To excel in this role, you will need:
- First Degree in Business Commerce; or equivalent qualification.
- 5-7 years of experience in sales, service, relationship management, credit applications and financial acudemotivation.
- Proven track record of success in the financial services industry, with a minimum of 1 year spent managing a portfolio of high net worth clients.