Job Overview

Support the proactive management of affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The role focuses on identifying opportunities to onboard new clients and expand relationships with existing ones.

Responsibilities

• Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business.
• Ensure effective management of the leads pipeline.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innova...