Description
Manage member portfolios as a dedicated Personal Banking Advisor. Focus on fulfilling varied financial needs through strategic planning and comprehensive relationship management.
In this full-time role, you will take accountability for a book of business, addressing clients' complex credit and investment requirements. By harnessing financial tools and collaborating with Wealth Management, you will ensure tailored support for each member, fostering long-term relationships and loyalty. Your proactive approach will lead to increased share of member business.
Key Responsibilities:
• Oversee member portfolio using financial planning concepts
• Develop ongoing relationships to identify client needs
• Record member financial goals for actionable plans
• Collaborate with Wealth Management and SME teams
• Provide tailored financial advice and analysis
Requirements:
• 5 years of experience in finance required
• At least 3 years of credit experience
• CSC or IFIC ...
In this full-time role, you will take accountability for a book of business, addressing clients' complex credit and investment requirements. By harnessing financial tools and collaborating with Wealth Management, you will ensure tailored support for each member, fostering long-term relationships and loyalty. Your proactive approach will lead to increased share of member business.
Key Responsibilities:
• Oversee member portfolio using financial planning concepts
• Develop ongoing relationships to identify client needs
• Record member financial goals for actionable plans
• Collaborate with Wealth Management and SME teams
• Provide tailored financial advice and analysis
Requirements:
• 5 years of experience in finance required
• At least 3 years of credit experience
• CSC or IFIC ...
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