Job Summary

The Affluent Client Advisor is responsible for managing and growing relationships with affluent clients by delivering personalized financial solutions, investment advice, and exceptional service. The role focuses on deepening client relationships, expanding wallet share, and supporting long-term wealth growth while ensuring compliance with regulatory and risk standards.

Key Responsibilities

Client Relationship Management

Serve as the primary point of contact for assigned affluent clients
Build long-term, trusted relationships through proactive engagement and regular reviews
Understand clients financial goals, risk profiles, and life stages to provide tailored solutions

Wealth & Financial Advisory

Provide advice on banking, investment, insurance, and wealth management products
Identify suitable solutions across deposits, investments, structured products, mutual funds, bonds, and insurance
Support clients with portfolio reviews, asset allocation, and financial planning discussions

Business Growth & Sales

Achieve individual targets for revenue, AUM, product penetration, and client acquisition
Identify cross-selling and up-selling opportunities aligned with client needs
Source new affluent clients through referrals, networking, and internal leads

Service Excellence

Deliver high-quality, timely, and accurate service to enhance client experience
Coordinate with internal teams (investment, product, operations, credit, and service units)
Resolve client issues efficiently and professionally.

Qualifications & Experience

Master's degree in Business, Finance, Economics, or a related field
3–7 years of experience in affluent banking, wealth management, or relationship management
Strong understanding of financial products, investment concepts, and market dynamics
Relevant licenses or certifications (e.g., investment, insurance, or regulatory licenses) are an advantage

Key Skills & Competencies

Strong client relationship and advisory skills
Sales-driven mindset with a client-centric approach
Excellent communication and presentation skills
Analytical thinking and financial acumen
High level of integrity, professionalism, and attention to detail
Ability to work independently and collaboratively in a fast-paced environment

Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.