High-Net-Worth Client Advisor
3 days ago
Create a successful career by becoming a trusted advisor to high-net-worth individuals.
About the RoleYou will deliver bespoke banking and wealth solutions that meet the unique needs of your clients. With expertise in complex lending, you will build relationships with existing and new clients to grow a portfolio of high-net-worth individuals.
Your Key Responsibilities:- Establish strong relationships with clients through tailored service and advice.
- Demonstrate expertise in complex lending and credit structuring.
- Develop a holistic banking, wealth, and service proposition for clients.
- Collaborate effectively with teams to deliver exceptional client outcomes.
- Maintain a deep understanding of compliance and risk management principles.
- Prioritize delivering long-term value to clients and their financial legacies.
We are dedicated to becoming our customers' number one banking partner for life. We seek like-minded individuals who share our passion for delivering exceptional customer experiences. In return, we offer a dynamic work environment with opportunities for growth and development.
We provide various benefits and perks to support our employees' well-being and work-life balance, including flexible work arrangements and access to employee-only discounts.
We also offer extensive learning and development opportunities to help you grow your career within the organization. Additionally, we encourage our employees to contribute to community initiatives and volunteer programs.
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