Personal Banking Client Advisor

Become a Personal Banking Client Advisor, where you'll manage diverse client portfolios and fulfill their unique financial requirements. Your role will bridge existing client needs with appropriate financial solutions.
The PBA is pivotal in maintaining and expanding client relationships by offering tailored credit and investment advice. You will work directly with clients, ensuring their complex financial needs are addressed and mentoring less experienced team members for enhanced performance.
Key Responsibilities:
• Oversee an assigned portfolio of diverse clients
• Schedule regular contact to nurture client relationships
• Track client financial goals and implement action plans
• Liaise with Wealth Management and SME representatives
• Provide financial planning expertise on various products
Requirements:
• 5 years of related experience in finance
• At least 3 years in credit experience
• CSC or IFIC course completion necessary
• Progressing towards...