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
- 37 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.
