Are you a private banker or relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?
We’re looking for a Client Advisor to:
build, establish and grow client relationships
provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
have a plan to develop the client book with measurable outcomes
keep accurate and up-to-date records on client investor profiles
take a strategic view of clients’ investments and closely monitor their portfolio quality
comply with all regulations, policies and standards to be in line with our risk management culture