Strategic Client Advisor Prestige Banking
3 days ago
We are seeking a highly skilled Strategic Client Advisor to join our Prestige Banking team. As a key member of the team, you will be responsible for delivering exceptional client experiences and driving business growth through strategic planning and execution.
Key Responsibilities :Client Acquisition and Retention :
- Identify and pursue high net worth clients with a focus on building strong relationships and delivering tailored solutions to meet their financial needs.
- Develop and implement client acquisition strategies to drive business growth and expand the Prestige Banking client base.
Financial Planning and Advice :
- Provide expert financial planning and advice to clients, including investment product recommendations and risk assessments.
- Collaborate with internal stakeholders to ensure seamless delivery of financial services and products to clients.
Market Intelligence and Analysis :
- Stay up-to-date with market trends, economic conditions, and regulatory changes that impact the financial services industry.
- Utilize market intelligence to inform client conversations and provide actionable insights that drive business growth.
Qualifications :
- Proven track record of success in client acquisition and retention within a similar role.
- Bachelor's degree in Business, Finance, or related field.
- Strong expertise in financial analysis, risk assessment, and investment products.
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