Client Advisor

Job Description
Acquire and nurture relationships with a group of high net-worth customers with the objective of strengthening customer relationship and generating revenue
Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
Analyse and match customers' financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
Proactively cross-sell other banking products and services
Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience
Proactively identify business opportunities to drive performance in line with overall business strategy
JOB REQUIREMENTS
Experience in the Financial Services industry, servicing high net-worth clientele
A high degree of integrity and professionalism, and strong cus...