Private Client Wealth Advisor - Regional markets

about the job.

• Expand the client base by identifying and onboarding banking accounts across key regional markets within the private wealth space.
• Deliver comprehensive financial planning and consultative solutions tailored to client needs
• Drive business revenue by introducing appropriate investment strategies, wealth solutions, and market Insights
• Deepen existing client relationships through ongoing portfolio reviews and cross-selling relevant banking products
• Elevate the overall client journey by maintaining high standards of personal service and advisory excellence

skills and experience required.

• Bachelor's degree in Business, Finance, Economics, or related fields. MBA, CFA, or CFP certifications are highly preferred.
• >7 years of private banking or wealth advisory experience specifically servicing the international banking segment.
• Demonstrated ability to build a high-quality client book with portable AUM.

To apply online please use the apply function
(EA: 94C3609/ R21103354)